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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 | $22,944 | $49,199-53.4% | $121,204-81.1% | $75,173-69.5% |
| Participation rate | 95.5% | 55.4%+40.0pp | 69.5%+25.9pp | 67.2%+28.3pp |
| Annual return | 21.64% | 56.04%-34.4pp | 987.18%-965.5pp | 160.72%-139.1pp |
| Employer contribution / active EE | $1,894 | $1,547+22.4% | $4,170-54.6% | $2,671-29.1% |
| Participant deferral / active EE | $2,915 | $2,630+10.8% | $4,083-28.6% | $4,126-29.4% |
| Admin fee / account holder | $734 | $3,946-81.4% | $5,651-87.0% | $5,651-87.0% |