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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 | $27,236 | $81,668-66.7% | $58,507-53.4% | $139,487-80.5% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 12.84% | 7430.07%-7417.2pp | 4252.32%-4239.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $3,041 | $1,398+117.5% | $1,053+188.7% | $4,755-36.1% |
| Participant deferral / active EE | $1,410 | $2,554-44.8% | $1,922-26.7% | $6,713-79.0% |
| Admin fee / account holder | $5,182 | $3,212+61.3% | $2,486+108.5% | $11,407-54.6% |