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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 | $26,265 | $63,346-58.5% | $92,240-71.5% | $70,126-62.5% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 49.52% | 530.19%-480.7pp | 176.29%-126.8pp | 73.15%-23.6pp |
| Employer contribution / active EE | $2,336 | $2,471-5.5% | $3,680-36.5% | $2,343-0.3% |
| Participant deferral / active EE | $3,518 | $2,854+23.3% | $3,897-9.7% | $3,332+5.6% |
| Admin fee / account holder | $322 | $3,841-91.6% | $5,194-93.8% | $4,645-93.1% |