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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 | $28,341 | $85,171-66.7% | $172,752-83.6% | $72,975-61.2% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 45.41% | 27.32%+18.1pp | 802.97%-757.6pp | 81.01%-35.6pp |
| Employer contribution / active EE | $1,551 | $3,324-53.3% | $5,144-69.8% | $2,440-36.4% |
| Participant deferral / active EE | $3,491 | $3,260+7.1% | $5,198-32.8% | $3,608-3.2% |
| Admin fee / account holder | $787 | $5,880-86.6% | $13,955-94.4% | $5,124-84.6% |