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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 | $52,890 | $34,316+54.1% | $74,722-29.2% | $72,975-27.5% |
| Participation rate | 82.9% | 42.4%+40.4pp | 54.5%+28.4pp | 69.5%+13.4pp |
| Annual return | 18.94% | 26.58%-7.6pp | 753.11%-734.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $600 | $692-13.3% | $1,084-44.7% | $2,440-75.4% |
| Participant deferral / active EE | $3,409 | $1,272+168.1% | $1,963+73.6% | $3,608-5.5% |
| Admin fee / account holder | $4,786 | $2,125+125.3% | $3,335+43.5% | $5,124-6.6% |