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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 | $26,151 | $57,305-54.4% | $86,640-69.8% | $75,173-65.2% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 27.52% | 2674.24%-2646.7pp | 592.52%-565.0pp | 160.72%-133.2pp |
| Employer contribution / active EE | $3,360 | $2,316+45.1% | $3,024+11.1% | $2,671+25.8% |
| Participant deferral / active EE | $2,428 | $3,320-26.9% | $4,438-45.3% | $4,126-41.2% |
| Admin fee / account holder | $763 | $4,116-81.5% | $5,616-86.4% | $5,651-86.5% |