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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 | $34,328 | $102,393-66.5% | $147,041-76.7% | $80,911-57.6% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 20.43% | 134.95%-114.5pp | 419.21%-398.8pp | 35.63%-15.2pp |
| Employer contribution / active EE | $3,768 | $3,715+1.4% | $4,935-23.7% | $2,756+36.7% |
| Participant deferral / active EE | $8,262 | $6,647+24.3% | $8,071+2.4% | $4,297+92.3% |
| Admin fee / account holder | $2,387 | $7,943-70.0% | $13,006-81.6% | $6,935-65.6% |