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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 | $73,000 | $29,736+145.5% | $56,033+30.3% | $80,935-9.8% |
| Participation rate | 91.4% | 41.7%+49.7pp | 52.5%+38.9pp | 67.7%+23.8pp |
| Annual return | 14.92% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $794 | $671+18.2% | $1,041-23.8% | $2,757-71.2% |
| Participant deferral / active EE | $4,259 | $1,228+246.7% | $1,954+117.9% | $4,299-1.0% |
| Admin fee / account holder | $6,314 | $2,434+159.5% | $2,827+123.4% | $6,924-8.8% |