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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 | $36,886 | $63,346-41.8% | $92,240-60.0% | $70,126-47.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 16.78% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,200 | $2,471-51.4% | $3,680-67.4% | $2,343-48.8% |
| Participant deferral / active EE | $3,625 | $2,854+27.0% | $3,897-7.0% | $3,332+8.8% |
| Admin fee / account holder | $345 | $3,841-91.0% | $5,194-93.4% | $4,645-92.6% |