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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 | $40,962 | $68,398-40.1% | $94,664-56.7% | $75,173-45.5% |
| Participation rate | 98.4% | 76.1%+22.3pp | 80.8%+17.6pp | 67.2%+31.2pp |
| Annual return | 58.74% | 616.72%-558.0pp | 156.84%-98.1pp | 160.72%-102.0pp |
| Employer contribution / active EE | $3,278 | $2,701+21.4% | $3,673-10.7% | $2,671+22.7% |
| Participant deferral / active EE | $6,373 | $6,537-2.5% | $7,417-14.1% | $4,126+54.5% |
| Admin fee / account holder | $1,044 | $5,324-80.4% | $7,222-85.5% | $5,651-81.5% |