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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 | $32,085 | $85,766-62.6% | $136,298-76.5% | $70,126-54.2% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 47.25% | 31.46%+15.8pp | 5156.27%-5109.0pp | 73.15%-25.9pp |
| Employer contribution / active EE | $1,717 | $2,966-42.1% | $4,696-63.4% | $2,343-26.7% |
| Participant deferral / active EE | $3,505 | $5,051-30.6% | $6,247-43.9% | $3,332+5.2% |
| Admin fee / account holder | $488 | $5,421-91.0% | $9,244-94.7% | $4,645-89.5% |