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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 | $47,292 | $57,305-17.5% | $86,640-45.4% | $75,173-37.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 16.15% | 2674.24%-2658.1pp | 592.52%-576.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,165 | $2,316-6.5% | $3,024-28.4% | $2,671-19.0% |
| Participant deferral / active EE | $5,112 | $3,320+54.0% | $4,438+15.2% | $4,126+23.9% |
| Admin fee / account holder | $16,282 | $4,116+295.6% | $5,616+189.9% | $5,651+188.1% |