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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 | $31,903 | $63,346-49.6% | $92,240-65.4% | $70,126-54.5% |
| Participation rate | 89.1% | 68.7%+20.4pp | 76.5%+12.6pp | 69.5%+19.6pp |
| Annual return | 21.58% | 530.19%-508.6pp | 176.29%-154.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,799 | $2,471+13.3% | $3,680-23.9% | $2,343+19.5% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $3,897-19.2% | $3,332-5.4% |
| Admin fee / account holder | $1,409 | $3,841-63.3% | $5,194-72.9% | $4,645-69.7% |