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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 | $10,911 | $27,936-60.9% | $58,561-81.4% | $75,173-85.5% |
| Participation rate | 96.2% | 38.8%+57.3pp | 50.9%+45.3pp | 67.2%+29.0pp |
| Annual return | 15.84% | 44.21%-28.4pp | 4251.33%-4235.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $3,536 | $670+428.2% | $1,053+235.7% | $2,671+32.4% |
| Participant deferral / active EE | $1,551 | $1,202+29.0% | $1,923-19.4% | $4,126-62.4% |
| Admin fee / account holder | $1,102 | $1,727-36.2% | $2,520-56.3% | $5,651-80.5% |