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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 | $14,119 | $29,319-51.8% | $52,425-73.1% | $82,448-82.9% |
| Participation rate | 95.5% | 46.9%+48.6pp | 55.6%+39.8pp | 68.1%+27.4pp |
| Annual return | 40.69% | 535.20%-494.5pp | 302.12%-261.4pp | 41.64%-1.0pp |
| Employer contribution / active EE | $2,067 | $586+252.4% | $914+126.1% | $2,551-19.0% |
| Participant deferral / active EE | $3,776 | $1,171+222.4% | $1,790+110.9% | $4,139-8.8% |
| Admin fee / account holder | $885 | $1,962-54.9% | $2,495-64.5% | $7,234-87.8% |