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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 | $51,594 | $65,434-21.2% | $98,483-47.6% | $85,847-39.9% |
| Participation rate | 82.0% | 65.0%+17.0pp | 73.3%+8.6pp | 69.3%+12.6pp |
| Annual return | 202.67% | 21.75%+180.9pp | 1494.38%-1291.7pp | 318.61%-115.9pp |
| Employer contribution / active EE | $1,195 | $2,169-44.9% | $2,961-59.6% | $2,565-53.4% |
| Participant deferral / active EE | $3,958 | $3,168+24.9% | $4,276-7.4% | $3,952+0.1% |
| Admin fee / account holder | $2,573 | $4,595-44.0% | $5,953-56.8% | $6,261-58.9% |