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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 | $24,074 | $82,674-70.9% | $125,381-80.8% | $68,486-64.8% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 607.93% | -5.97%+613.9pp | 572.31%+35.6pp | -7.85%+615.8pp |
| Employer contribution / active EE | $1,436 | $3,382-57.5% | $4,815-70.2% | $2,597-44.7% |
| Participant deferral / active EE | $7,623 | $6,111+24.7% | $7,448+2.3% | $4,028+89.3% |
| Admin fee / account holder | $10,603 | $6,277+68.9% | $10,007+6.0% | $5,404+96.2% |