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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 | $53,151 | $27,936+90.3% | $58,561-9.2% | $75,173-29.3% |
| Participation rate | 72.4% | 38.8%+33.6pp | 50.9%+21.5pp | 67.2%+5.2pp |
| Annual return | 19.25% | 44.21%-25.0pp | 4251.33%-4232.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,062 | $670+207.9% | $1,053+95.7% | $2,671-22.8% |
| Participant deferral / active EE | $4,449 | $1,202+270.2% | $1,923+131.3% | $4,126+7.8% |
| Admin fee / account holder | $1,288 | $1,727-25.4% | $2,520-48.9% | $5,651-77.2% |