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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 | $31,286 | $53,063-41.0% | $124,206-74.8% | $82,637-62.1% |
| Participation rate | 78.4% | 58.4%+20.0pp | 69.6%+8.8pp | 68.1%+10.3pp |
| Annual return | 80.74% | 68.87%+11.9pp | 515.27%-434.5pp | 53.51%+27.2pp |
| Employer contribution / active EE | $3,023 | $1,530+97.5% | $3,540-14.6% | $2,552+18.4% |
| Participant deferral / active EE | $7,942 | $2,644+200.3% | $3,968+100.2% | $4,126+92.5% |
| Admin fee / account holder | $363 | $4,281-91.5% | $5,929-93.9% | $7,339-95.1% |