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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 | $32,917 | $85,171-61.4% | $172,752-80.9% | $72,975-54.9% |
| Participation rate | 70.8% | 70.1%+0.8pp | 82.6%-11.8pp | 69.5%+1.3pp |
| Annual return | 23.86% | 27.32%-3.5pp | 802.97%-779.1pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,150 | $3,324-65.4% | $5,144-77.6% | $2,440-52.9% |
| Participant deferral / active EE | $2,532 | $3,260-22.3% | $5,198-51.3% | $3,608-29.8% |
| Admin fee / account holder | $5,341 | $5,880-9.2% | $13,955-61.7% | $5,124+4.2% |