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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 | $34,511 | $85,171-59.5% | $172,753-80.0% | $72,976-52.7% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 66.44% | 27.32%+39.1pp | 803.00%-736.6pp | 81.02%-14.6pp |
| Employer contribution / active EE | $1,516 | $3,324-54.4% | $5,144-70.5% | $2,440-37.9% |
| Participant deferral / active EE | $3,930 | $3,260+20.5% | $5,198-24.4% | $3,608+8.9% |
| Admin fee / account holder | $1,462 | $5,880-75.1% | $13,956-89.5% | $5,124-71.5% |