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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 | $44,712 | $57,976-22.9% | $63,018-29.0% | $62,293-28.2% |
| Participation rate | 71.9% | 75.9%-4.1pp | 74.8%-2.9pp | 69.5%+2.4pp |
| Annual return | 386.73% | 17.54%+369.2pp | 87.62%+299.1pp | 28.90%+357.8pp |
| Employer contribution / active EE | $990 | $2,415-59.0% | $2,761-64.1% | $2,042-51.5% |
| Participant deferral / active EE | $1,404 | $2,956-52.5% | $3,330-57.8% | $3,169-55.7% |
| Admin fee / account holder | $3,774 | $276+1268.6% | $3,601+4.8% | $479+687.3% |