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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 | $13,233 | $29,667-55.4% | $56,441-76.6% | $80,874-83.6% |
| Participation rate | 82.2% | 41.7%+40.6pp | 52.5%+29.7pp | 67.6%+14.6pp |
| Annual return | 12.25% | 35.22%-23.0pp | 1704.21%-1692.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,281 | $669+91.4% | $1,039+23.3% | $2,756-53.5% |
| Participant deferral / active EE | $1,932 | $1,227+57.5% | $1,953-1.1% | $4,297-55.0% |
| Admin fee / account holder | $2,443 | $2,429+0.5% | $2,829-13.7% | $6,935-64.8% |