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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 | $29,972 | $29,319+2.2% | $52,425-42.8% | $82,448-63.6% |
| Participation rate | 94.3% | 46.9%+47.4pp | 55.6%+38.7pp | 68.1%+26.2pp |
| Annual return | 18.99% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,865 | $586+388.6% | $914+213.4% | $2,551+12.3% |
| Participant deferral / active EE | $2,192 | $1,171+87.1% | $1,790+22.4% | $4,139-47.0% |
| Admin fee / account holder | $657 | $1,962-66.5% | $2,495-73.7% | $7,234-90.9% |