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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 | $28,380 | $27,936+1.6% | $58,561-51.5% | $75,173-62.2% |
| Participation rate | 76.5% | 38.8%+37.6pp | 50.9%+25.6pp | 67.2%+9.3pp |
| Annual return | 20.10% | 44.21%-24.1pp | 4251.33%-4231.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $5,996 | $670+795.6% | $1,053+469.2% | $2,671+124.5% |
| Participant deferral / active EE | $4,476 | $1,202+272.4% | $1,923+132.8% | $4,126+8.5% |
| Admin fee / account holder | $539 | $1,727-68.8% | $2,520-78.6% | $5,651-90.5% |