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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 | $50,091 | $81,749-38.7% | $58,544-14.4% | $139,456-64.1% |
| Participation rate | 78.6% | 61.3%+17.2pp | 50.9%+27.7pp | 80.3%-1.8pp |
| Annual return | 15.82% | 7425.45%-7409.6pp | 4249.56%-4233.7pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,053 | $1,398-24.7% | $1,0530% | $4,753-77.8% |
| Participant deferral / active EE | $2,495 | $2,555-2.4% | $1,923+29.7% | $6,711-62.8% |
| Admin fee / account holder | $5,289 | $3,272+61.6% | $2,520+109.9% | $11,407-53.6% |