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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 | $12,943 | $29,319-55.9% | $52,425-75.3% | $82,448-84.3% |
| Participation rate | 85.5% | 46.9%+38.7pp | 55.6%+29.9pp | 68.1%+17.4pp |
| Annual return | 19.55% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,153 | $586+96.7% | $914+26.2% | $2,551-54.8% |
| Participant deferral / active EE | $1,894 | $1,171+61.7% | $1,790+5.8% | $4,139-54.2% |
| Admin fee / account holder | $2,057 | $1,962+4.8% | $2,495-17.5% | $7,234-71.6% |