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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 | $33,985 | $67,411-49.6% | $91,004-62.7% | $70,126-51.5% |
| Participation rate | 86.8% | 71.4%+15.4pp | 75.6%+11.2pp | 69.5%+17.3pp |
| Annual return | 935.56% | -40.16%+975.7pp | 4.60%+931.0pp | 73.15%+862.4pp |
| Employer contribution / active EE | $5,038 | $1,786+182.1% | $2,456+105.2% | $2,343+115.1% |
| Participant deferral / active EE | $6,634 | $2,823+135.0% | $3,548+87.0% | $3,332+99.1% |
| Admin fee / account holder | $988 | $4,236-76.7% | $5,417-81.8% | $4,645-78.7% |