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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 | $40,364 | $101,591-60.3% | $147,096-72.6% | $74,429-45.8% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.8pp | 67.2%+15.7pp |
| Annual return | 34.82% | 8746.45%-8711.6pp | 419.75%-384.9pp | 1368.38%-1333.6pp |
| Employer contribution / active EE | $2,061 | $3,813-45.9% | $4,936-58.3% | $2,625-21.5% |
| Participant deferral / active EE | $4,648 | $7,302-36.4% | $8,071-42.4% | $4,348+6.9% |
| Admin fee / account holder | $4,821 | $1,750+175.5% | $13,005-62.9% | $1,944+147.9% |