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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 | $40,184 | $29,319+37.1% | $52,425-23.3% | $82,448-51.3% |
| Participation rate | 76.1% | 46.9%+29.3pp | 55.6%+20.5pp | 68.1%+8.1pp |
| Annual return | 17.36% | 535.20%-517.8pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,366 | $586+303.4% | $914+158.8% | $2,551-7.3% |
| Participant deferral / active EE | $1,635 | $1,171+39.6% | $1,790-8.7% | $4,139-60.5% |
| Admin fee / account holder | $1,492 | $1,962-24.0% | $2,495-40.2% | $7,234-79.4% |