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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 | $20,264 | $76,608-73.5% | $56,077-63.9% | $145,877-86.1% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.8pp | 80.3%-7.0pp |
| Annual return | 5.55% | 3009.59%-3004.0pp | 1709.28%-1703.7pp | 551.28%-545.7pp |
| Employer contribution / active EE | $218 | $1,382-84.2% | $1,040-79.0% | $4,663-95.3% |
| Participant deferral / active EE | $3,986 | $2,624+51.9% | $1,954+104.0% | $6,691-40.4% |
| Admin fee / account holder | $12,309 | $3,325+270.2% | $2,825+335.7% | $13,402-8.2% |