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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 | $19,052 | $72,071-73.6% | $68,368-72.1% | $137,256-86.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 26.35% | 353.14%-326.8pp | 292.57%-266.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,986 | $2,788+7.1% | $2,649+12.7% | $4,156-28.2% |
| Participant deferral / active EE | $3,713 | $4,410-15.8% | $4,123-9.9% | $6,407-42.1% |
| Admin fee / account holder | $1,056 | $5,336-80.2% | $5,150-79.5% | $12,270-91.4% |