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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 | $36,815 | $57,330-35.8% | $86,656-57.5% | $75,177-51.0% |
| Participation rate | 76.9% | 63.2%+13.7pp | 71.7%+5.2pp | 67.2%+9.7pp |
| Annual return | 16.95% | 2675.40%-2658.4pp | 593.09%-576.1pp | 160.75%-143.8pp |
| Employer contribution / active EE | $3,550 | $2,316+53.2% | $3,025+17.3% | $2,671+32.9% |
| Participant deferral / active EE | $8,113 | $3,320+144.3% | $4,439+82.7% | $4,126+96.6% |
| Admin fee / account holder | $1,247 | $4,115-69.7% | $5,619-77.8% | $5,651-77.9% |