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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 | $14,894 | $29,319-49.2% | $52,425-71.6% | $82,448-81.9% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 39.15% | 535.20%-496.1pp | 302.12%-263.0pp | 41.64%-2.5pp |
| Employer contribution / active EE | $1,449 | $586+147.0% | $914+58.4% | $2,551-43.2% |
| Participant deferral / active EE | $1,488 | $1,171+27.1% | $1,790-16.9% | $4,139-64.0% |
| Admin fee / account holder | $445 | $1,962-77.3% | $2,495-82.2% | $7,234-93.8% |