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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 | $16,562 | $29,319-43.5% | $52,425-68.4% | $82,448-79.9% |
| Participation rate | 79.1% | 46.9%+32.2pp | 55.6%+23.4pp | 68.1%+11.0pp |
| Annual return | 22.56% | 535.20%-512.6pp | 302.12%-279.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,574 | $586+338.9% | $914+181.5% | $2,551+0.9% |
| Participant deferral / active EE | $1,904 | $1,171+62.6% | $1,790+6.4% | $4,139-54.0% |
| Admin fee / account holder | $494 | $1,962-74.8% | $2,495-80.2% | $7,234-93.2% |