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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 | $25,389 | $53,127-52.2% | $86,587-70.7% | $70,131-63.8% |
| Participation rate | 70.8% | 65.3%+5.5pp | 73.5%-2.7pp | 69.5%+1.3pp |
| Annual return | 99.67% | 27.66%+72.0pp | 964.86%-865.2pp | 73.14%+26.5pp |
| Employer contribution / active EE | $870 | $2,068-58.0% | $2,839-69.4% | $2,342-62.9% |
| Participant deferral / active EE | $3,217 | $2,696+19.3% | $3,609-10.8% | $3,332-3.4% |
| Admin fee / account holder | $1,203 | $3,585-66.4% | $4,906-75.5% | $4,645-74.1% |