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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 | $14,087 | $29,319-52.0% | $52,425-73.1% | $82,448-82.9% |
| Participation rate | 86.0% | 46.9%+39.2pp | 55.6%+30.4pp | 68.1%+18.0pp |
| Annual return | 19.83% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,297 | $586+291.7% | $914+151.2% | $2,551-10.0% |
| Participant deferral / active EE | $1,869 | $1,171+59.6% | $1,790+4.4% | $4,139-54.8% |
| Admin fee / account holder | $1,618 | $1,962-17.6% | $2,495-35.2% | $7,234-77.6% |