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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 | $24,569 | $29,736-17.4% | $56,033-56.2% | $80,935-69.6% |
| Participation rate | 85.0% | 41.7%+43.3pp | 52.5%+32.5pp | 67.7%+17.3pp |
| Annual return | 12.57% | 35.28%-22.7pp | 1711.38%-1698.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,715 | $671+155.5% | $1,041+64.8% | $2,757-37.8% |
| Participant deferral / active EE | $2,899 | $1,228+136.0% | $1,954+48.4% | $4,299-32.6% |
| Admin fee / account holder | $1,997 | $2,434-17.9% | $2,827-29.3% | $6,924-71.2% |