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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 | $32,444 | $85,766-62.2% | $136,298-76.2% | $70,126-53.7% |
| Participation rate | 74.0% | 74.2%-0.2pp | 81.9%-7.9pp | 69.5%+4.4pp |
| Annual return | 43.35% | 31.46%+11.9pp | 5156.27%-5112.9pp | 73.15%-29.8pp |
| Employer contribution / active EE | $2,345 | $2,966-21.0% | $4,696-50.1% | $2,343+0.1% |
| Participant deferral / active EE | $4,463 | $5,051-11.6% | $6,247-28.6% | $3,332+34.0% |
| Admin fee / account holder | $1,335 | $5,421-75.4% | $9,244-85.6% | $4,645-71.3% |