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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 | $22,524 | $63,346-64.4% | $92,240-75.6% | $70,126-67.9% |
| Participation rate | 90.3% | 68.7%+21.7pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 15.95% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $3,212 | $2,471+30.0% | $3,680-12.7% | $2,343+37.1% |
| Participant deferral / active EE | $3,383 | $2,854+18.6% | $3,897-13.2% | $3,332+1.5% |
| Admin fee / account holder | $755 | $3,841-80.3% | $5,194-85.5% | $4,645-83.7% |