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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 | $3,038 | $27,936-89.1% | $58,561-94.8% | $75,173-96.0% |
| Participation rate | 76.9% | 38.8%+38.1pp | 50.9%+26.1pp | 67.2%+9.7pp |
| Annual return | 20.01% | 44.21%-24.2pp | 4251.33%-4231.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,028 | $670+53.5% | $1,053-2.4% | $2,671-61.5% |
| Participant deferral / active EE | $1,712 | $1,202+42.5% | $1,923-11.0% | $4,126-58.5% |
| Admin fee / account holder | $710 | $1,727-58.9% | $2,520-71.8% | $5,651-87.4% |