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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 | $29,891 | $77,145-61.3% | $108,410-72.4% | $85,856-65.2% |
| Participation rate | 79.7% | 74.7%+5.1pp | 80.1%-0.4pp | 69.3%+10.4pp |
| Annual return | 42.78% | 44.54%-1.8pp | 905.34%-862.6pp | 318.58%-275.8pp |
| Employer contribution / active EE | $3,082 | $2,379+29.5% | $3,558-13.4% | $2,565+20.1% |
| Participant deferral / active EE | $8,138 | $5,566+46.2% | $6,562+24.0% | $3,952+105.9% |
| Admin fee / account holder | $2,288 | $5,172-55.8% | $7,296-68.6% | $6,261-63.4% |