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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 | $35,786 | $75,962-52.9% | $154,108-76.8% | $64,173-44.2% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | 132.05% | 30.32%+101.7pp | 735.21%-603.2pp | 7.63%+124.4pp |
| Employer contribution / active EE | $2,260 | $3,350-32.5% | $5,298-57.3% | $2,381-5.1% |
| Participant deferral / active EE | $3,373 | $3,175+6.2% | $5,081-33.6% | $3,470-2.8% |
| Admin fee / account holder | $42,141 | $5,589+654.0% | $13,411+214.2% | $4,887+762.2% |