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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 | $39,834 | $102,393-61.1% | $147,041-72.9% | $80,911-50.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 15.87% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,023 | $3,715-18.6% | $4,935-38.7% | $2,756+9.7% |
| Participant deferral / active EE | $10,487 | $6,647+57.8% | $8,071+29.9% | $4,297+144.0% |
| Admin fee / account holder | $781 | $7,943-90.2% | $13,006-94.0% | $6,935-88.7% |