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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 | $25,664 | $63,346-59.5% | $92,240-72.2% | $70,126-63.4% |
| Participation rate | 95.7% | 68.7%+27.1pp | 76.5%+19.3pp | 69.5%+26.2pp |
| Annual return | 35.45% | 530.19%-494.7pp | 176.29%-140.8pp | 73.15%-37.7pp |
| Employer contribution / active EE | $3,191 | $2,471+29.1% | $3,680-13.3% | $2,343+36.2% |
| Participant deferral / active EE | $3,427 | $2,854+20.1% | $3,897-12.1% | $3,332+2.9% |
| Admin fee / account holder | $1,716 | $3,841-55.3% | $5,194-67.0% | $4,645-63.1% |