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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 | $32,336 | $60,139-46.2% | $90,461-64.3% | $79,856-59.5% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 14.59% | 71.96%-57.4pp | 1294.76%-1280.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,528 | $2,069-26.1% | $3,264-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $4,277 | $2,939+45.5% | $3,964+7.9% | $3,741+14.3% |
| Admin fee / account holder | $23,936 | $3,978+501.7% | $5,617+326.2% | $5,306+351.1% |