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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 | $35,973 | $29,319+22.7% | $52,425-31.4% | $82,448-56.4% |
| Participation rate | 91.1% | 46.9%+44.3pp | 55.6%+35.5pp | 68.1%+23.0pp |
| Annual return | 17.69% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,772 | $586+202.1% | $914+93.8% | $2,551-30.5% |
| Participant deferral / active EE | $5,887 | $1,171+402.6% | $1,790+228.8% | $4,139+42.2% |
| Admin fee / account holder | $3,467 | $1,962+76.7% | $2,495+39.0% | $7,234-52.1% |