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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 | $22,667 | $29,736-23.8% | $56,033-59.5% | $80,935-72.0% |
| Participation rate | 96.8% | 41.7%+55.1pp | 52.5%+44.3pp | 67.7%+29.1pp |
| Annual return | 28.07% | 35.28%-7.2pp | 1711.38%-1683.3pp | 35.66%-7.6pp |
| Employer contribution / active EE | $3,816 | $671+468.4% | $1,041+266.6% | $2,757+38.4% |
| Participant deferral / active EE | $3,081 | $1,228+150.9% | $1,954+57.7% | $4,299-28.3% |
| Admin fee / account holder | $1,561 | $2,434-35.8% | $2,827-44.8% | $6,924-77.5% |