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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 | $21,805 | $77,157-71.7% | $108,405-79.9% | $85,847-74.6% |
| Participation rate | 89.6% | 74.7%+14.9pp | 80.1%+9.4pp | 69.3%+20.3pp |
| Annual return | 30.60% | 44.55%-14.0pp | 905.55%-875.0pp | 318.61%-288.0pp |
| Employer contribution / active EE | $2,553 | $2,379+7.3% | $3,559-28.3% | $2,565-0.5% |
| Participant deferral / active EE | $6,182 | $5,567+11.0% | $6,563-5.8% | $3,952+56.4% |
| Admin fee / account holder | $1,347 | $5,174-74.0% | $7,297-81.5% | $6,261-78.5% |