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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 | $29,363 | $27,936+5.1% | $58,561-49.9% | $75,173-60.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.43% | 44.21%-21.8pp | 4251.33%-4228.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $5,939 | $670+787.1% | $1,053+463.8% | $2,671+122.4% |
| Participant deferral / active EE | $2,786 | $1,202+131.8% | $1,923+44.9% | $4,126-32.5% |
| Admin fee / account holder | $1,107 | $1,727-35.9% | $2,520-56.1% | $5,651-80.4% |