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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 | $35,732 | $28,624+24.8% | $53,647-33.4% | $82,637-56.8% |
| Participation rate | 83.9% | 47.3%+36.6pp | 56.3%+27.6pp | 68.1%+15.8pp |
| Annual return | 19.95% | 664.98%-645.0pp | 358.33%-338.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,328 | $637+265.7% | $962+142.0% | $2,552-8.8% |
| Participant deferral / active EE | $3,798 | $1,196+217.5% | $1,813+109.4% | $4,126-8.0% |
| Admin fee / account holder | $4,014 | $2,022+98.5% | $2,460+63.2% | $7,339-45.3% |