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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 | $39,275 | $84,233-53.4% | $170,436-77.0% | $70,131-44.0% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 70.27% | 23.06%+47.2pp | 205.94%-135.7pp | 73.14%-2.9pp |
| Employer contribution / active EE | $1,918 | $3,387-43.4% | $5,433-64.7% | $2,342-18.1% |
| Participant deferral / active EE | $5,316 | $3,086+72.3% | $4,939+7.6% | $3,332+59.5% |
| Admin fee / account holder | $972 | $5,698-82.9% | $13,880-93.0% | $4,645-79.1% |