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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 | $34,248 | $63,346-45.9% | $92,240-62.9% | $70,126-51.2% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 15.80% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,366 | $2,471-4.2% | $3,680-35.7% | $2,343+1.0% |
| Participant deferral / active EE | $1,379 | $2,854-51.7% | $3,897-64.6% | $3,332-58.6% |
| Admin fee / account holder | $1,988 | $3,841-48.2% | $5,194-61.7% | $4,645-57.2% |