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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 | $38,866 | $49,199-21.0% | $121,210-67.9% | $75,177-48.3% |
| Participation rate | 88.9% | 55.4%+33.5pp | 69.5%+19.3pp | 67.2%+21.7pp |
| Annual return | 17.37% | 56.04%-38.7pp | 987.41%-970.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $2,133 | $1,547+37.9% | $4,171-48.8% | $2,671-20.1% |
| Participant deferral / active EE | $4,816 | $2,630+83.1% | $4,084+17.9% | $4,126+16.7% |
| Admin fee / account holder | $752 | $3,946-80.9% | $5,647-86.7% | $5,651-86.7% |