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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 | $39,985 | $57,330-30.3% | $86,656-53.9% | $75,177-46.8% |
| Participation rate | 85.1% | 63.2%+21.9pp | 71.7%+13.4pp | 67.2%+17.9pp |
| Annual return | 26.72% | 2675.40%-2648.7pp | 593.09%-566.4pp | 160.75%-134.0pp |
| Employer contribution / active EE | $1,664 | $2,316-28.2% | $3,025-45.0% | $2,671-37.7% |
| Participant deferral / active EE | $4,713 | $3,320+42.0% | $4,439+6.2% | $4,126+14.2% |
| Admin fee / account holder | $10,019 | $4,115+143.5% | $5,619+78.3% | $5,651+77.3% |