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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 | $19,754 | $63,346-68.8% | $92,240-78.6% | $70,126-71.8% |
| Participation rate | 91.4% | 68.7%+22.7pp | 76.5%+14.9pp | 69.5%+21.8pp |
| Annual return | 27.99% | 530.19%-502.2pp | 176.29%-148.3pp | 73.15%-45.2pp |
| Employer contribution / active EE | $3,431 | $2,471+38.8% | $3,680-6.8% | $2,343+46.5% |
| Participant deferral / active EE | $5,933 | $2,854+107.9% | $3,897+52.2% | $3,332+78.1% |
| Admin fee / account holder | $1,300 | $3,841-66.2% | $5,194-75.0% | $4,645-72.0% |