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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 | $26,922 | $27,943-3.7% | $58,507-54.0% | $75,177-64.2% |
| Participation rate | 86.7% | 38.8%+47.8pp | 50.9%+35.8pp | 67.2%+19.5pp |
| Annual return | 17.80% | 44.22%-26.4pp | 4252.32%-4234.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $1,718 | $670+156.5% | $1,053+63.1% | $2,671-35.7% |
| Participant deferral / active EE | $3,030 | $1,202+152.1% | $1,922+57.6% | $4,126-26.6% |
| Admin fee / account holder | $446 | $1,727-74.2% | $2,486-82.1% | $5,651-92.1% |