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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 | $25,556 | $85,171-70.0% | $172,752-85.2% | $72,975-65.0% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 40.42% | 27.32%+13.1pp | 802.97%-762.6pp | 81.01%-40.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,523 | $3,260+8.1% | $5,198-32.2% | $3,608-2.3% |
| Admin fee / account holder | $312 | $5,880-94.7% | $13,955-97.8% | $5,124-93.9% |