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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 | $44,698 | $29,319+52.5% | $52,425-14.7% | $82,448-45.8% |
| Participation rate | 89.1% | 46.9%+42.3pp | 55.6%+33.5pp | 68.1%+21.1pp |
| Annual return | 16.85% | 535.20%-518.4pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,717 | $586+363.3% | $914+197.2% | $2,551+6.5% |
| Participant deferral / active EE | $5,847 | $1,171+399.1% | $1,790+226.5% | $4,139+41.2% |
| Admin fee / account holder | $3,509 | $1,962+78.8% | $2,495+40.6% | $7,234-51.5% |