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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 | $14,175 | $29,716-52.3% | $56,077-74.7% | $80,925-82.5% |
| Participation rate | 71.4% | 41.7%+29.7pp | 52.5%+18.9pp | 67.7%+3.8pp |
| Annual return | 21.96% | 35.30%-13.3pp | 1709.28%-1687.3pp | 35.65%-13.7pp |
| Employer contribution / active EE | $1,097 | $671+63.4% | $1,040+5.4% | $2,756-60.2% |
| Participant deferral / active EE | $2,778 | $1,228+126.1% | $1,954+42.2% | $4,299-35.4% |
| Admin fee / account holder | $1,363 | $2,432-44.0% | $2,825-51.8% | $6,940-80.4% |