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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 | $19,655 | $49,897-60.6% | $80,648-75.6% | $75,177-73.9% |
| Participation rate | 77.4% | 55.3%+22.0pp | 67.0%+10.3pp | 67.2%+10.2pp |
| Annual return | 25.33% | 34.68%-9.3pp | 937.21%-911.9pp | 160.75%-135.4pp |
| Employer contribution / active EE | $2,940 | $1,699+73.1% | $2,724+8.0% | $2,671+10.1% |
| Participant deferral / active EE | $4,552 | $2,992+52.1% | $4,443+2.4% | $4,126+10.3% |
| Admin fee / account holder | $399 | $3,579-88.8% | $5,382-92.6% | $5,651-92.9% |