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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 | $33,997 | $69,774-51.3% | $67,575-49.7% | $74,459-54.3% |
| Participation rate | 92.3% | 71.4%+20.9pp | 72.9%+19.4pp | 67.2%+25.1pp |
| Annual return | 26.07% | -40.53%+66.6pp | 3528.98%-3502.9pp | 1369.70%-1343.6pp |
| Employer contribution / active EE | $1,596 | $2,710-41.1% | $2,736-41.7% | $2,626-39.2% |
| Participant deferral / active EE | $5,083 | $3,636+39.8% | $4,003+27.0% | $4,350+16.8% |
| Admin fee / account holder | $2,000 | $890+124.7% | $3,993-49.9% | $1,945+2.8% |