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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 | $52,729 | $76,608-31.2% | $56,077-6.0% | $145,877-63.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 12.06% | 3009.59%-2997.5pp | 1709.28%-1697.2pp | 551.28%-539.2pp |
| Employer contribution / active EE | $937 | $1,382-32.2% | $1,040-9.9% | $4,663-79.9% |
| Participant deferral / active EE | $2,113 | $2,624-19.5% | $1,954+8.1% | $6,691-68.4% |
| Admin fee / account holder | $3,335 | $3,325+0.3% | $2,825+18.1% | $13,402-75.1% |