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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 | $41,572 | $28,624+45.2% | $53,647-22.5% | $82,637-49.7% |
| Participation rate | 96.2% | 47.3%+49.0pp | 56.3%+39.9pp | 68.1%+28.2pp |
| Annual return | 23.53% | 664.98%-641.5pp | 358.33%-334.8pp | 53.51%-30.0pp |
| Employer contribution / active EE | $3,486 | $637+447.6% | $962+262.4% | $2,552+36.6% |
| Participant deferral / active EE | $2,408 | $1,196+101.3% | $1,813+32.8% | $4,126-41.6% |
| Admin fee / account holder | $750 | $2,022-62.9% | $2,460-69.5% | $7,339-89.8% |