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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 | $55,643 | $34,316+62.1% | $74,722-25.5% | $72,975-23.8% |
| Participation rate | 87.2% | 42.4%+44.8pp | 54.5%+32.7pp | 69.5%+17.7pp |
| Annual return | 20.92% | 26.58%-5.7pp | 753.11%-732.2pp | 81.01%-60.1pp |
| Employer contribution / active EE | $942 | $692+36.1% | $1,084-13.1% | $2,440-61.4% |
| Participant deferral / active EE | $4,526 | $1,272+255.9% | $1,963+130.5% | $3,608+25.4% |
| Admin fee / account holder | $3,783 | $2,125+78.0% | $3,335+13.4% | $5,124-26.2% |