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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 | $42,011 | $29,319+43.3% | $52,425-19.9% | $82,448-49.0% |
| Participation rate | 77.5% | 46.9%+30.6pp | 55.6%+21.8pp | 68.1%+9.4pp |
| Annual return | 15.09% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $245 | $586-58.2% | $914-73.2% | $2,551-90.4% |
| Participant deferral / active EE | $1,235 | $1,171+5.5% | $1,790-31.0% | $4,139-70.2% |
| Admin fee / account holder | $833 | $1,962-57.5% | $2,495-66.6% | $7,234-88.5% |