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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 | $10,714 | $27,936-61.6% | $58,561-81.7% | $75,173-85.7% |
| Participation rate | 97.1% | 38.8%+58.3pp | 50.9%+46.3pp | 67.2%+29.9pp |
| Annual return | 18.93% | 44.21%-25.3pp | 4251.33%-4232.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,940 | $670+339.1% | $1,053+179.1% | $2,671+10.1% |
| Participant deferral / active EE | $1,262 | $1,202+5.0% | $1,923-34.4% | $4,126-69.4% |
| Admin fee / account holder | $1,215 | $1,727-29.6% | $2,520-51.8% | $5,651-78.5% |