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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 | $30,892 | $28,624+7.9% | $53,647-42.4% | $82,637-62.6% |
| Participation rate | 93.3% | 47.3%+46.1pp | 56.3%+37.1pp | 68.1%+25.3pp |
| Annual return | 27.27% | 664.98%-637.7pp | 358.33%-331.1pp | 53.51%-26.2pp |
| Employer contribution / active EE | $2,587 | $637+306.4% | $962+168.9% | $2,552+1.4% |
| Participant deferral / active EE | $3,466 | $1,196+189.7% | $1,813+91.1% | $4,126-16.0% |
| Admin fee / account holder | $832 | $2,022-58.8% | $2,460-66.2% | $7,339-88.7% |