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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 | $30,247 | $63,346-52.3% | $92,240-67.2% | $70,126-56.9% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 26.61% | 530.19%-503.6pp | 176.29%-149.7pp | 73.15%-46.5pp |
| Employer contribution / active EE | $4,001 | $2,471+61.9% | $3,680+8.7% | $2,343+70.8% |
| Participant deferral / active EE | $5,679 | $2,854+99.0% | $3,897+45.7% | $3,332+70.4% |
| Admin fee / account holder | $4,224 | $3,841+10.0% | $5,194-18.7% | $4,645-9.1% |