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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 | $39,867 | $63,346-37.1% | $92,240-56.8% | $70,126-43.1% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 22.19% | 530.19%-508.0pp | 176.29%-154.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $5,760 | $2,471+133.1% | $3,680+56.5% | $2,343+145.9% |
| Participant deferral / active EE | $5,519 | $2,854+93.4% | $3,897+41.6% | $3,332+65.6% |
| Admin fee / account holder | $522 | $3,841-86.4% | $5,194-90.0% | $4,645-88.8% |