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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 | $29,667+146.1% | $56,441+29.3% | $80,874-9.7% |
| Participation rate | 91.4% | 41.7%+49.8pp | 52.5%+38.9pp | 67.6%+23.8pp |
| Annual return | 14.92% | 35.22%-20.3pp | 1704.21%-1689.3pp | 35.62%-20.7pp |
| Employer contribution / active EE | $794 | $669+18.6% | $1,039-23.6% | $2,756-71.2% |
| Participant deferral / active EE | $4,259 | $1,227+247.2% | $1,953+118.1% | $4,297-0.9% |
| Admin fee / account holder | $6,314 | $2,429+159.9% | $2,829+123.2% | $6,935-9.0% |