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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 | $10,324 | $28,624-63.9% | $53,647-80.8% | $82,637-87.5% |
| Participation rate | 90.0% | 47.3%+42.7pp | 56.3%+33.7pp | 68.1%+21.9pp |
| Annual return | 21.72% | 664.98%-643.3pp | 358.33%-336.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,529 | $637+140.2% | $962+59.0% | $2,552-40.1% |
| Participant deferral / active EE | $2,613 | $1,196+118.4% | $1,813+44.1% | $4,126-36.7% |
| Admin fee / account holder | $923 | $2,022-54.3% | $2,460-62.5% | $7,339-87.4% |