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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 | $28,624+25.8% | $53,647-32.9% | $82,637-56.4% |
| Participation rate | 87.5% | 47.3%+40.2pp | 56.3%+31.2pp | 68.1%+19.4pp |
| Annual return | 18.85% | 664.98%-646.1pp | 358.33%-339.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,986 | $637+211.9% | $962+106.4% | $2,552-22.2% |
| Participant deferral / active EE | $1,673 | $1,196+39.9% | $1,813-7.7% | $4,126-59.4% |
| Admin fee / account holder | $6,099 | $2,022+201.7% | $2,460+147.9% | $7,339-16.9% |