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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 | $33,821 | $54,380-37.8% | $68,509-50.6% | $59,633-43.3% |
| Participation rate | 76.5% | 70.2%+6.3pp | 74.7%+1.7pp | 68.7%+7.8pp |
| Annual return | 97.65% | 2.83%+94.8pp | 8.27%+89.4pp | 2041.45%-1943.8pp |
| Employer contribution / active EE | $2,921 | $1,539+89.9% | $2,278+28.2% | $2,203+32.6% |
| Participant deferral / active EE | $3,125 | $2,643+18.2% | $3,382-7.6% | $3,192-2.1% |
| Admin fee / account holder | $3,059 | $3,885-21.3% | $5,275-42.0% | $4,297-28.8% |