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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 | $13,339 | $29,733-55.1% | $56,025-76.2% | $80,959-83.5% |
| Participation rate | 71.4% | 41.7%+29.7pp | 52.5%+18.9pp | 67.7%+3.8pp |
| Annual return | 21.26% | 35.28%-14.0pp | 1712.69%-1691.4pp | 35.67%-14.4pp |
| Employer contribution / active EE | $1,062 | $672+58.1% | $1,042+2.0% | $2,757-61.5% |
| Participant deferral / active EE | $2,780 | $1,229+126.1% | $1,955+42.2% | $4,300-35.4% |
| Admin fee / account holder | $721 | $2,434-70.4% | $2,828-74.5% | $6,925-89.6% |