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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 | $14,700 | $29,733-50.6% | $56,025-73.8% | $80,959-81.8% |
| Participation rate | 95.7% | 41.7%+54.0pp | 52.5%+43.2pp | 67.7%+28.0pp |
| Annual return | 12.59% | 35.28%-22.7pp | 1712.69%-1700.1pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,882 | $672+180.2% | $1,042+80.7% | $2,757-31.7% |
| Participant deferral / active EE | $1,369 | $1,229+11.4% | $1,955-30.0% | $4,300-68.2% |
| Admin fee / account holder | $1,643 | $2,434-32.5% | $2,828-41.9% | $6,925-76.3% |