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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 | $31,691 | $85,171-62.8% | $172,752-81.7% | $72,975-56.6% |
| Participation rate | 78.9% | 70.1%+8.9pp | 82.6%-3.7pp | 69.5%+9.5pp |
| Annual return | 45.86% | 27.32%+18.5pp | 802.97%-757.1pp | 81.01%-35.2pp |
| Employer contribution / active EE | $2,170 | $3,324-34.7% | $5,144-57.8% | $2,440-11.1% |
| Participant deferral / active EE | $3,951 | $3,260+21.2% | $5,198-24.0% | $3,608+9.5% |
| Admin fee / account holder | $496 | $5,880-91.6% | $13,955-96.4% | $5,124-90.3% |