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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 | $72,093 | $27,936+158.1% | $58,561+23.1% | $75,173-4.1% |
| Participation rate | 76.9% | 38.8%+38.1pp | 50.9%+26.1pp | 67.2%+9.7pp |
| Annual return | 18.13% | 44.21%-26.1pp | 4251.33%-4233.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,165 | $670+74.0% | $1,053+10.6% | $2,671-56.4% |
| Participant deferral / active EE | $3,734 | $1,202+210.7% | $1,923+94.2% | $4,126-9.5% |
| Admin fee / account holder | $847 | $1,727-50.9% | $2,520-66.4% | $5,651-85.0% |