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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 | $28,805 | $65,566-56.1% | $86,235-66.6% | $75,177-61.7% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.0pp |
| Annual return | 31.57% | 46.07%-14.5pp | 1170.03%-1138.5pp | 160.75%-129.2pp |
| Employer contribution / active EE | $4,429 | $1,553+185.1% | $2,381+86.0% | $2,671+65.8% |
| Participant deferral / active EE | $4,767 | $3,023+57.7% | $3,987+19.6% | $4,126+15.5% |
| Admin fee / account holder | $937 | $5,470-82.9% | $6,856-86.3% | $5,651-83.4% |