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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 | $37,276 | $93,598-60.2% | $135,974-72.6% | $75,173-50.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 165.63% | 30.89%+134.7pp | 68.30%+97.3pp | 160.72%+4.9pp |
| Employer contribution / active EE | $2,800 | $3,538-20.9% | $4,859-42.4% | $2,671+4.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,250 | $6,978-82.1% | $10,767-88.4% | $5,651-77.9% |