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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 | $123,454 | $34,316+259.8% | $74,723+65.2% | $72,976+69.2% |
| Participation rate | 76.9% | 42.4%+34.5pp | 54.5%+22.5pp | 69.5%+7.4pp |
| Annual return | 19.42% | 26.58%-7.2pp | 753.18%-733.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $785 | $692+13.5% | $1,084-27.6% | $2,440-67.8% |
| Participant deferral / active EE | $2,568 | $1,272+102.0% | $1,962+30.9% | $3,608-28.8% |
| Admin fee / account holder | $1,181 | $2,125-44.4% | $3,335-64.6% | $5,124-77.0% |