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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 | $30,611 | $93,598-67.3% | $135,974-77.5% | $75,173-59.3% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.8pp | 67.2%+22.5pp |
| Annual return | 286.25% | 30.89%+255.4pp | 68.30%+217.9pp | 160.72%+125.5pp |
| Employer contribution / active EE | $2,817 | $3,538-20.4% | $4,859-42.0% | $2,671+5.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,353 | $6,978-80.6% | $10,767-87.4% | $5,651-76.1% |