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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 | $35,522 | $68,398-48.1% | $94,664-62.5% | $75,173-52.7% |
| Participation rate | 82.7% | 76.1%+6.6pp | 80.8%+1.9pp | 67.2%+15.5pp |
| Annual return | 19.47% | 616.72%-597.2pp | 156.84%-137.4pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,797 | $2,701+3.6% | $3,673-23.9% | $2,671+4.7% |
| Participant deferral / active EE | $4,290 | $6,537-34.4% | $7,417-42.2% | $4,126+4.0% |
| Admin fee / account holder | $779 | $5,324-85.4% | $7,222-89.2% | $5,651-86.2% |