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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 | $13,358 | $29,733-55.1% | $56,025-76.2% | $80,959-83.5% |
| Participation rate | 91.5% | 41.7%+49.8pp | 52.5%+39.0pp | 67.7%+23.8pp |
| Annual return | 17.60% | 35.28%-17.7pp | 1712.69%-1695.1pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,799 | $672+316.7% | $1,042+168.7% | $2,757+1.5% |
| Participant deferral / active EE | $964 | $1,229-21.6% | $1,955-50.7% | $4,300-77.6% |
| Admin fee / account holder | $1,287 | $2,434-47.1% | $2,828-54.5% | $6,925-81.4% |