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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 | $15,868 | $27,943-43.2% | $58,507-72.9% | $75,177-78.9% |
| Participation rate | 87.5% | 38.8%+48.7pp | 50.9%+36.6pp | 67.2%+20.3pp |
| Annual return | 16.59% | 44.22%-27.6pp | 4252.32%-4235.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,880 | $670+330.1% | $1,053+173.4% | $2,671+7.8% |
| Participant deferral / active EE | $2,257 | $1,202+87.8% | $1,922+17.4% | $4,126-45.3% |
| Admin fee / account holder | $1,179 | $1,727-31.8% | $2,486-52.6% | $5,651-79.1% |