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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 | $39,067 | $91,525-57.3% | $130,026-70.0% | $75,181-48.0% |
| Participation rate | 94.4% | 71.4%+23.0pp | 78.5%+15.9pp | 67.2%+27.2pp |
| Annual return | 78.31% | -631.40%+709.7pp | -137.26%+215.6pp | 160.69%-82.4pp |
| Employer contribution / active EE | $3,156 | $2,844+11.0% | $4,321-27.0% | $2,671+18.2% |
| Participant deferral / active EE | $11,953 | $4,342+175.3% | $5,821+105.4% | $4,126+189.7% |
| Admin fee / account holder | $935 | $6,778-86.2% | $10,608-91.2% | $5,650-83.5% |