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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 | $27,713 | $63,346-56.3% | $92,239-70.0% | $70,124-60.5% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 25.88% | 530.19%-504.3pp | 176.29%-150.4pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,874 | $2,471-24.2% | $3,680-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $3,688 | $2,854+29.2% | $3,897-5.4% | $3,332+10.7% |
| Admin fee / account holder | $694 | $3,841-81.9% | $5,194-86.6% | $4,645-85.1% |