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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 | $53,023 | $85,171-37.7% | $172,752-69.3% | $72,975-27.3% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $467 | $3,324-85.9% | $5,144-90.9% | $2,440-80.8% |
| Participant deferral / active EE | $1,869 | $3,260-42.7% | $5,198-64.0% | $3,608-48.2% |
| Admin fee / account holder | $9,915 | $5,880+68.6% | $13,955-29.0% | $5,124+93.5% |