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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 | $28,824 | $100,805-71.4% | $86,698-66.8% | $134,532-78.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 146.42% | 29.09%+117.3pp | 35.95%+110.5pp | 418.27%-271.8pp |
| Employer contribution / active EE | $3,243 | $3,490-7.1% | $2,837+14.3% | $4,741-31.6% |
| Participant deferral / active EE | $5,176 | $5,339-3.0% | $4,656+11.2% | $6,401-19.1% |
| Admin fee / account holder | $728 | $10,925-93.3% | $7,493-90.3% | $11,429-93.6% |