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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 | $33,047 | $65,555-49.6% | $86,216-61.7% | $75,173-56.0% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.0%+11.6pp | 67.2%+13.4pp |
| Annual return | 24.29% | 46.07%-21.8pp | 1169.42%-1145.1pp | 160.72%-136.4pp |
| Employer contribution / active EE | $3,294 | $1,553+112.0% | $2,382+38.3% | $2,671+23.3% |
| Participant deferral / active EE | $4,197 | $3,023+38.8% | $3,986+5.3% | $4,126+1.7% |
| Admin fee / account holder | $1,295 | $5,469-76.3% | $6,853-81.1% | $5,651-77.1% |