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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 | $5,437 | $29,319-81.5% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 90.6% | 46.9%+43.8pp | 55.6%+35.0pp | 68.1%+22.6pp |
| Annual return | 17.91% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,386 | $586+136.3% | $914+51.6% | $2,551-45.7% |
| Participant deferral / active EE | $2,332 | $1,171+99.1% | $1,790+30.2% | $4,139-43.7% |
| Admin fee / account holder | $479 | $1,962-75.6% | $2,495-80.8% | $7,234-93.4% |