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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 | $60,042 | $69,774-13.9% | $67,575-11.1% | $74,459-19.4% |
| Participation rate | 91.3% | 71.4%+19.9pp | 72.9%+18.3pp | 67.2%+24.0pp |
| Annual return | 15.89% | -40.53%+56.4pp | 3528.98%-3513.1pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $4,339 | $2,710+60.1% | $2,736+58.6% | $2,626+65.2% |
| Participant deferral / active EE | $6,637 | $3,636+82.5% | $4,003+65.8% | $4,350+52.6% |
| Admin fee / account holder | $447 | $890-49.7% | $3,993-88.8% | $1,945-77.0% |