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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 | $31,339 | $58,241-46.2% | $81,780-61.7% | $80,911-61.3% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.4%+19.9pp | 67.6%+24.7pp |
| Annual return | 16.55% | 41.73%-25.2pp | 776.27%-759.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $4,674 | $2,343+99.5% | $2,914+60.4% | $2,756+69.6% |
| Participant deferral / active EE | $6,589 | $3,283+100.7% | $4,321+52.5% | $4,297+53.3% |
| Admin fee / account holder | $1,180 | $4,973-76.3% | $7,384-84.0% | $6,935-83.0% |