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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 | $35,195 | $63,346-44.4% | $92,240-61.8% | $70,126-49.8% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 14.64% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $10,984 | $2,471+344.5% | $3,680+198.5% | $2,343+368.9% |
| Participant deferral / active EE | $2,769 | $2,854-3.0% | $3,897-28.9% | $3,332-16.9% |
| Admin fee / account holder | $2,219 | $3,841-42.2% | $5,194-57.3% | $4,645-52.2% |