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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 | $13,029 | $29,319-55.6% | $52,425-75.1% | $82,448-84.2% |
| Participation rate | 78.0% | 46.9%+31.2pp | 55.6%+22.4pp | 68.1%+10.0pp |
| Annual return | 18.94% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,319 | $586+124.9% | $914+44.3% | $2,551-48.3% |
| Participant deferral / active EE | $2,133 | $1,171+82.1% | $1,790+19.2% | $4,139-48.5% |
| Admin fee / account holder | $919 | $1,962-53.2% | $2,495-63.2% | $7,234-87.3% |