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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 | $14,835 | $75,962-80.5% | $154,111-90.4% | $64,173-76.9% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | 107.53% | 30.32%+77.2pp | 735.18%-627.7pp | 7.63%+99.9pp |
| Employer contribution / active EE | $2,298 | $3,350-31.4% | $5,298-56.6% | $2,381-3.5% |
| Participant deferral / active EE | $3,865 | $3,175+21.7% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $12,239 | $5,589+119.0% | $13,411-8.7% | $4,887+150.4% |