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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 | $33,979 | $102,393-66.8% | $147,041-76.9% | $80,911-58.0% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 14.62% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $4,231 | $3,715+13.9% | $4,935-14.3% | $2,756+53.5% |
| Participant deferral / active EE | $10,057 | $6,647+51.3% | $8,071+24.6% | $4,297+134.0% |
| Admin fee / account holder | $692 | $7,943-91.3% | $13,006-94.7% | $6,935-90.0% |