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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 | $14,662 | $29,319-50.0% | $52,425-72.0% | $82,448-82.2% |
| Participation rate | 85.7% | 46.9%+38.9pp | 55.6%+30.1pp | 68.1%+17.6pp |
| Annual return | 22.11% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,946 | $586+231.8% | $914+112.8% | $2,551-23.7% |
| Participant deferral / active EE | $4,890 | $1,171+317.4% | $1,790+173.1% | $4,139+18.1% |
| Admin fee / account holder | $1,463 | $1,962-25.4% | $2,495-41.4% | $7,234-79.8% |