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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 | $24,841 | $29,733-16.5% | $56,025-55.7% | $80,959-69.3% |
| Participation rate | 93.1% | 41.7%+51.4pp | 52.5%+40.6pp | 67.7%+25.4pp |
| Annual return | 12.11% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,096 | $672+63.2% | $1,042+5.3% | $2,757-60.2% |
| Participant deferral / active EE | $3,077 | $1,229+150.2% | $1,955+57.4% | $4,300-28.5% |
| Admin fee / account holder | $459 | $2,434-81.1% | $2,828-83.8% | $6,925-93.4% |