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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 | $23,481 | $67,823-65.4% | $52,425-55.2% | $137,256-82.9% |
| Participation rate | 90.5% | 63.9%+26.6pp | 55.6%+34.9pp | 80.0%+10.5pp |
| Annual return | 16.12% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,681 | $1,163+44.6% | $914+83.9% | $4,156-59.5% |
| Participant deferral / active EE | $1,108 | $2,288-51.6% | $1,790-38.1% | $6,407-82.7% |
| Admin fee / account holder | $660 | $2,844-76.8% | $2,495-73.5% | $12,270-94.6% |