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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 | $36,019 | $29,319+22.9% | $52,425-31.3% | $82,448-56.3% |
| Participation rate | 87.5% | 46.9%+40.6pp | 55.6%+31.9pp | 68.1%+19.4pp |
| Annual return | 18.85% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,986 | $586+238.6% | $914+117.2% | $2,551-22.2% |
| Participant deferral / active EE | $1,673 | $1,171+42.9% | $1,790-6.5% | $4,139-59.6% |
| Admin fee / account holder | $6,099 | $1,962+210.9% | $2,495+144.5% | $7,234-15.7% |