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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 | $36,708 | $45,043-18.5% | $85,063-56.8% | $74,400-50.7% |
| Participation rate | 94.7% | 49.4%+45.4pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 37.22% | 26.26%+11.0pp | 66.54%-29.3pp | 1367.51%-1330.3pp |
| Employer contribution / active EE | $2,144 | $1,458+47.1% | $2,727-21.4% | $2,624-18.3% |
| Participant deferral / active EE | $10,189 | $2,733+272.8% | $4,523+125.3% | $4,348+134.3% |
| Admin fee / account holder | $695 | $2,210-68.5% | $6,155-88.7% | $1,944-64.2% |