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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 | $36,096 | $49,897-27.7% | $80,648-55.2% | $75,177-52.0% |
| Participation rate | 96.6% | 55.3%+41.2pp | 67.0%+29.5pp | 67.2%+29.3pp |
| Annual return | 20.17% | 34.68%-14.5pp | 937.21%-917.0pp | 160.75%-140.6pp |
| Employer contribution / active EE | $1,869 | $1,699+10.0% | $2,724-31.4% | $2,671-30.0% |
| Participant deferral / active EE | $3,480 | $2,992+16.3% | $4,443-21.7% | $4,126-15.7% |
| Admin fee / account holder | $1,585 | $3,579-55.7% | $5,382-70.6% | $5,651-72.0% |