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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 | $38,002 | $91,525-58.5% | $130,026-70.8% | $75,181-49.5% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 28.40% | -631.40%+659.8pp | -137.26%+165.7pp | 160.69%-132.3pp |
| Employer contribution / active EE | $3,315 | $2,844+16.6% | $4,321-23.3% | $2,671+24.1% |
| Participant deferral / active EE | $8,081 | $4,342+86.1% | $5,821+38.8% | $4,126+95.9% |
| Admin fee / account holder | $352 | $6,778-94.8% | $10,608-96.7% | $5,650-93.8% |