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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 | $23,067 | $29,319-21.3% | $52,425-56.0% | $82,448-72.0% |
| Participation rate | 96.6% | 46.9%+49.8pp | 55.6%+41.0pp | 68.1%+28.5pp |
| Annual return | 22.98% | 535.20%-512.2pp | 302.12%-279.1pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,264 | $586+115.5% | $914+38.2% | $2,551-50.5% |
| Participant deferral / active EE | $2,269 | $1,171+93.7% | $1,790+26.7% | $4,139-45.2% |
| Admin fee / account holder | $1,204 | $1,962-38.6% | $2,495-51.7% | $7,234-83.4% |