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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 | $10,626 | $27,936-62.0% | $58,561-81.9% | $75,173-85.9% |
| Participation rate | 85.4% | 38.8%+46.5pp | 50.9%+34.5pp | 67.2%+18.2pp |
| Annual return | 16.89% | 44.21%-27.3pp | 4251.33%-4234.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,550 | $670+131.6% | $1,053+47.2% | $2,671-42.0% |
| Participant deferral / active EE | $2,431 | $1,202+102.3% | $1,923+26.4% | $4,126-41.1% |
| Admin fee / account holder | $1,289 | $1,727-25.4% | $2,520-48.9% | $5,651-77.2% |