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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 | $35,995 | $101,499-64.5% | $147,005-75.5% | $74,546-51.7% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.7pp | 67.2%+15.7pp |
| Annual return | 33.13% | 8732.34%-8699.2pp | 418.76%-385.6pp | 1366.03%-1332.9pp |
| Employer contribution / active EE | $1,361 | $3,811-64.3% | $4,934-72.4% | $2,624-48.2% |
| Participant deferral / active EE | $3,716 | $7,304-49.1% | $8,070-54.0% | $4,347-14.5% |
| Admin fee / account holder | $493 | $1,748-71.8% | $13,006-96.2% | $1,944-74.6% |