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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 | $13,657 | $28,624-52.3% | $53,647-74.5% | $82,637-83.5% |
| Participation rate | 93.3% | 47.3%+46.1pp | 56.3%+37.1pp | 68.1%+25.3pp |
| Annual return | 22.14% | 664.98%-642.8pp | 358.33%-336.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $3,443 | $637+440.8% | $962+257.8% | $2,552+34.9% |
| Participant deferral / active EE | $2,583 | $1,196+115.9% | $1,813+42.4% | $4,126-37.4% |
| Admin fee / account holder | $821 | $2,022-59.4% | $2,460-66.6% | $7,339-88.8% |