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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 | $12,539 | $29,319-57.2% | $52,425-76.1% | $82,448-84.8% |
| Participation rate | 88.9% | 46.9%+42.0pp | 55.6%+33.3pp | 68.1%+20.8pp |
| Annual return | 19.38% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,215 | $586+107.2% | $914+32.9% | $2,551-52.4% |
| Participant deferral / active EE | $3,803 | $1,171+224.6% | $1,790+112.4% | $4,139-8.1% |
| Admin fee / account holder | $1,107 | $1,962-43.6% | $2,495-55.6% | $7,234-84.7% |