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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 | $33,453 | $57,305-41.6% | $86,640-61.4% | $75,173-55.5% |
| Participation rate | 73.2% | 63.2%+10.0pp | 71.7%+1.5pp | 67.2%+6.0pp |
| Annual return | 15.03% | 2674.24%-2659.2pp | 592.52%-577.5pp | 160.72%-145.7pp |
| Employer contribution / active EE | $801 | $2,316-65.4% | $3,024-73.5% | $2,671-70.0% |
| Participant deferral / active EE | $4,025 | $3,320+21.3% | $4,438-9.3% | $4,126-2.4% |
| Admin fee / account holder | $1,053 | $4,116-74.4% | $5,616-81.2% | $5,651-81.4% |