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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 | $33,041 | $57,312-42.3% | $86,617-61.9% | $75,181-56.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 19.89% | 2672.78%-2652.9pp | 591.91%-572.0pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,648 | $2,315-28.8% | $3,023-45.5% | $2,671-38.3% |
| Participant deferral / active EE | $6,552 | $3,319+97.4% | $4,437+47.7% | $4,126+58.8% |
| Admin fee / account holder | $7,398 | $4,114+79.8% | $5,613+31.8% | $5,650+30.9% |