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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 | $31,449 | $72,071-56.4% | $68,368-54.0% | $137,256-77.1% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 18.59% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,524 | $2,788-9.5% | $2,649-4.7% | $4,156-39.3% |
| Participant deferral / active EE | $5,654 | $4,410+28.2% | $4,123+37.1% | $6,407-11.8% |
| Admin fee / account holder | $384 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |