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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 | $30,582 | $95,415-67.9% | $185,851-83.5% | $85,851-64.4% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 67.57% | 23.59%+44.0pp | 122.11%-54.5pp | 318.63%-251.1pp |
| Employer contribution / active EE | $3,085 | $3,314-6.9% | $5,168-40.3% | $2,565+20.3% |
| Participant deferral / active EE | $2,695 | $3,424-21.3% | $5,569-51.6% | $3,952-31.8% |
| Admin fee / account holder | $459 | $7,215-93.6% | $16,245-97.2% | $6,261-92.7% |