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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 | $49,634 | $84,236-41.1% | $170,435-70.9% | $70,126-29.2% |
| Participation rate | 86.9% | 70.8%+16.1pp | 83.6%+3.3pp | 69.5%+17.3pp |
| Annual return | 368.21% | 23.06%+345.2pp | 205.94%+162.3pp | 73.15%+295.1pp |
| Employer contribution / active EE | $1,550 | $3,387-54.2% | $5,432-71.5% | $2,343-33.8% |
| Participant deferral / active EE | $3,984 | $3,086+29.1% | $4,939-19.3% | $3,332+19.6% |
| Admin fee / account holder | $2,018 | $5,698-64.6% | $13,881-85.5% | $4,645-56.6% |