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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 | $21,668 | $82,678-73.8% | $125,391-82.7% | $68,490-68.4% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 34.34% | -5.97%+40.3pp | 572.41%-538.1pp | -7.85%+42.2pp |
| Employer contribution / active EE | $4,806 | $3,382+42.1% | $4,816-0.2% | $2,597+85.1% |
| Participant deferral / active EE | $11,541 | $6,111+88.8% | $7,448+55.0% | $4,028+186.5% |
| Admin fee / account holder | $1,553 | $6,277-75.3% | $10,009-84.5% | $5,403-71.2% |