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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 | $26,265 | $29,319-10.4% | $52,425-49.9% | $82,448-68.1% |
| Participation rate | 96.2% | 46.9%+49.3pp | 55.6%+40.5pp | 68.1%+28.1pp |
| Annual return | 18.61% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,187 | $586+102.3% | $914+29.8% | $2,551-53.5% |
| Participant deferral / active EE | $3,122 | $1,171+166.5% | $1,790+74.4% | $4,139-24.6% |
| Admin fee / account holder | $813 | $1,962-58.6% | $2,495-67.4% | $7,234-88.8% |