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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 | $10,027 | $29,733-66.3% | $56,025-82.1% | $80,959-87.6% |
| Participation rate | 90.7% | 41.7%+49.0pp | 52.5%+38.2pp | 67.7%+23.0pp |
| Annual return | 14.05% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,701 | $672+450.9% | $1,042+255.3% | $2,757+34.2% |
| Participant deferral / active EE | $1,936 | $1,229+57.4% | $1,955-1.0% | $4,300-55.0% |
| Admin fee / account holder | $378 | $2,434-84.5% | $2,828-86.6% | $6,925-94.5% |