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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 | $17,474 | $29,319-40.4% | $52,425-66.7% | $82,448-78.8% |
| Participation rate | 81.3% | 46.9%+34.4pp | 55.6%+25.6pp | 68.1%+13.2pp |
| Annual return | 21.72% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,077 | $586+83.7% | $914+17.8% | $2,551-57.8% |
| Participant deferral / active EE | $2,678 | $1,171+128.6% | $1,790+49.6% | $4,139-35.3% |
| Admin fee / account holder | $1,155 | $1,962-41.2% | $2,495-53.7% | $7,234-84.0% |