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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 | $42,123 | $103,008-59.1% | $90,304-53.4% | $152,897-72.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 61.78% | 95.22%-33.4pp | 78.13%-16.4pp | 345.43%-283.7pp |
| Employer contribution / active EE | $5,758 | $3,139+83.4% | $2,855+101.7% | $4,764+20.9% |
| Participant deferral / active EE | $3,463 | $4,281-19.1% | $3,885-10.9% | $5,851-40.8% |
| Admin fee / account holder | $515 | $6,175-91.7% | $5,354-90.4% | $11,599-95.6% |