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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 | $45,745 | $28,624+59.8% | $53,647-14.7% | $82,637-44.6% |
| Participation rate | 97.9% | 47.3%+50.6pp | 56.3%+41.6pp | 68.1%+29.9pp |
| Annual return | 19.17% | 664.98%-645.8pp | 358.33%-339.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $3,747 | $637+488.6% | $962+289.5% | $2,552+46.8% |
| Participant deferral / active EE | $2,478 | $1,196+107.1% | $1,813+36.7% | $4,126-39.9% |
| Admin fee / account holder | $702 | $2,022-65.3% | $2,460-71.5% | $7,339-90.4% |