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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 | $5,065 | $29,319-82.7% | $52,425-90.3% | $82,448-93.9% |
| Participation rate | 85.3% | 46.9%+38.4pp | 55.6%+29.7pp | 68.1%+17.2pp |
| Annual return | 17.66% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,172 | $586+99.9% | $914+28.2% | $2,551-54.0% |
| Participant deferral / active EE | $1,636 | $1,171+39.6% | $1,790-8.6% | $4,139-60.5% |
| Admin fee / account holder | $896 | $1,962-54.3% | $2,495-64.1% | $7,234-87.6% |