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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,134 | $57,330-78.8% | $86,656-86.0% | $75,177-83.9% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 22.10% | 2675.40%-2653.3pp | 593.09%-571.0pp | 160.75%-138.6pp |
| Employer contribution / active EE | $1,919 | $2,316-17.2% | $3,025-36.6% | $2,671-28.2% |
| Participant deferral / active EE | $2,891 | $3,320-12.9% | $4,439-34.9% | $4,126-29.9% |
| Admin fee / account holder | $357 | $4,115-91.3% | $5,619-93.6% | $5,651-93.7% |