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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 | $29,913 | $29,319+2.0% | $52,425-42.9% | $82,448-63.7% |
| Participation rate | 96.8% | 46.9%+49.9pp | 55.6%+41.2pp | 68.1%+28.7pp |
| Annual return | 18.16% | 535.20%-517.0pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,239 | $586+111.3% | $914+35.5% | $2,551-51.4% |
| Participant deferral / active EE | $2,170 | $1,171+85.3% | $1,790+21.2% | $4,139-47.6% |
| Admin fee / account holder | $4,861 | $1,962+147.7% | $2,495+94.8% | $7,234-32.8% |