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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 | $42,001 | $29,319+43.3% | $52,425-19.9% | $82,448-49.1% |
| Participation rate | 77.9% | 46.9%+31.1pp | 55.6%+22.3pp | 68.1%+9.9pp |
| Annual return | 18.84% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,734 | $586+536.7% | $914+308.5% | $2,551+46.4% |
| Participant deferral / active EE | $1,831 | $1,171+56.3% | $1,790+2.3% | $4,139-55.8% |
| Admin fee / account holder | $2,533 | $1,962+29.1% | $2,495+1.5% | $7,234-65.0% |