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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 | $19,042 | $29,319-35.1% | $52,425-63.7% | $82,448-76.9% |
| Participation rate | 90.4% | 46.9%+43.6pp | 55.6%+34.8pp | 68.1%+22.3pp |
| Annual return | 20.32% | 535.20%-514.9pp | 302.12%-281.8pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,625 | $586+177.1% | $914+77.8% | $2,551-36.3% |
| Participant deferral / active EE | $1,327 | $1,171+13.3% | $1,790-25.9% | $4,139-67.9% |
| Admin fee / account holder | $575 | $1,962-70.7% | $2,495-76.9% | $7,234-92.1% |