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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 | $21,977 | $63,346-65.3% | $92,240-76.2% | $70,126-68.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 41.95% | 530.19%-488.2pp | 176.29%-134.3pp | 73.15%-31.2pp |
| Employer contribution / active EE | $2,861 | $2,471+15.8% | $3,680-22.2% | $2,343+22.1% |
| Participant deferral / active EE | $1,625 | $2,854-43.1% | $3,897-58.3% | $3,332-51.2% |
| Admin fee / account holder | $6,388 | $3,841+66.3% | $5,194+23.0% | $4,645+37.5% |