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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 | $29,379 | $29,319+0.2% | $52,425-44.0% | $82,448-64.4% |
| Participation rate | 98.3% | 46.9%+51.5pp | 55.6%+42.7pp | 68.1%+30.2pp |
| Annual return | 19.02% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,551 | $586+505.5% | $914+288.4% | $2,551+39.2% |
| Participant deferral / active EE | $2,404 | $1,171+105.2% | $1,790+34.2% | $4,139-41.9% |
| Admin fee / account holder | $672 | $1,962-65.7% | $2,495-73.1% | $7,234-90.7% |