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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 | $37,690 | $27,943+34.9% | $58,507-35.6% | $75,177-49.9% |
| Participation rate | 90.6% | 38.8%+51.8pp | 50.9%+39.8pp | 67.2%+23.4pp |
| Annual return | 23.73% | 44.22%-20.5pp | 4252.32%-4228.6pp | 160.75%-137.0pp |
| Employer contribution / active EE | $1,014 | $670+51.4% | $1,053-3.8% | $2,671-62.1% |
| Participant deferral / active EE | $1,409 | $1,202+17.2% | $1,922-26.7% | $4,126-65.9% |
| Admin fee / account holder | $3,093 | $1,727+79.1% | $2,486+24.4% | $5,651-45.3% |