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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 | $26,265 | $28,624-8.2% | $53,647-51.0% | $82,637-68.2% |
| Participation rate | 96.2% | 47.3%+48.9pp | 56.3%+39.9pp | 68.1%+28.1pp |
| Annual return | 18.61% | 664.98%-646.4pp | 358.33%-339.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,187 | $637+86.4% | $962+23.3% | $2,552-53.5% |
| Participant deferral / active EE | $3,122 | $1,196+161.0% | $1,813+72.2% | $4,126-24.3% |
| Admin fee / account holder | $813 | $2,022-59.8% | $2,460-66.9% | $7,339-88.9% |