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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 | $37,545 | $63,346-40.7% | $92,240-59.3% | $70,126-46.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 25.11% | 530.19%-505.1pp | 176.29%-151.2pp | 73.15%-48.0pp |
| Employer contribution / active EE | $1,723 | $2,471-30.3% | $3,680-53.2% | $2,343-26.5% |
| Participant deferral / active EE | $2,630 | $2,854-7.8% | $3,897-32.5% | $3,332-21.1% |
| Admin fee / account holder | $2,567 | $3,841-33.2% | $5,194-50.6% | $4,645-44.7% |