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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 | $57,180 | $29,667+92.7% | $56,441+1.3% | $80,874-29.3% |
| Participation rate | 93.5% | 41.7%+51.9pp | 52.5%+41.1pp | 67.6%+25.9pp |
| Annual return | 20.10% | 35.22%-15.1pp | 1704.21%-1684.1pp | 35.62%-15.5pp |
| Employer contribution / active EE | $1,238 | $669+84.9% | $1,039+19.1% | $2,756-55.1% |
| Participant deferral / active EE | $3,161 | $1,227+157.7% | $1,953+61.9% | $4,297-26.4% |
| Admin fee / account holder | $1,352 | $2,429-44.3% | $2,829-52.2% | $6,935-80.5% |