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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 | $31,566 | $27,943+13.0% | $58,507-46.0% | $75,177-58.0% |
| Participation rate | 75.8% | 38.8%+36.9pp | 50.9%+24.9pp | 67.2%+8.6pp |
| Annual return | 22.32% | 44.22%-21.9pp | 4252.32%-4230.0pp | 160.75%-138.4pp |
| Employer contribution / active EE | $7,071 | $670+955.9% | $1,053+571.3% | $2,671+164.7% |
| Participant deferral / active EE | $2,195 | $1,202+82.6% | $1,922+14.2% | $4,126-46.8% |
| Admin fee / account holder | $1,241 | $1,727-28.1% | $2,486-50.1% | $5,651-78.0% |