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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 | $26,931 | $110,551-75.6% | $80,741-66.6% | $167,536-83.9% |
| Participation rate | 94.7% | 64.0%+30.8pp | 54.2%+40.6pp | 82.1%+12.6pp |
| Annual return | 12.49% | 120.57%-108.1pp | 87.30%-74.8pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,388 | $1,543+184.4% | $1,160+278.2% | $4,839-9.3% |
| Participant deferral / active EE | $4,177 | $2,870+45.5% | $2,145+94.7% | $6,342-34.1% |
| Admin fee / account holder | $666 | $4,547-85.3% | $3,380-80.3% | $12,315-94.6% |