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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 | $54,988 | $29,733+84.9% | $56,025-1.9% | $80,959-32.1% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 17.03% | 35.28%-18.3pp | 1712.69%-1695.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $769 | $672+14.5% | $1,042-26.1% | $2,757-72.1% |
| Participant deferral / active EE | $4,699 | $1,229+282.2% | $1,955+140.4% | $4,300+9.3% |
| Admin fee / account holder | $18,161 | $2,434+646.3% | $2,828+542.1% | $6,925+162.2% |