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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 | $3,536 | $67,823-94.8% | $52,425-93.3% | $137,256-97.4% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 23.20% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $771 | $1,163-33.7% | $914-15.6% | $4,156-81.4% |
| Participant deferral / active EE | $1,673 | $2,288-26.9% | $1,790-6.5% | $6,407-73.9% |
| Admin fee / account holder | $1,200 | $2,844-57.8% | $2,495-51.9% | $12,270-90.2% |