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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 | $17,500 | $48,053-63.6% | $84,637-79.3% | $72,976-76.0% |
| Participation rate | 97.3% | 57.6%+39.7pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 42.86% | 37.39%+5.5pp | 258.82%-216.0pp | 81.02%-38.2pp |
| Employer contribution / active EE | $3,284 | $1,602+105.0% | $2,653+23.8% | $2,440+34.6% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,918 | $3,395-43.5% | $4,914-61.0% | $5,124-62.6% |