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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 | $38,503 | $80,812-52.4% | $160,784-76.1% | $82,448-53.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 77.0%+13.8pp | 68.1%+22.7pp |
| Annual return | 31.22% | 100.59%-69.4pp | 1803.92%-1772.7pp | 41.64%-10.4pp |
| Employer contribution / active EE | $2,540 | $2,174+16.8% | $3,733-32.0% | $2,551-0.4% |
| Participant deferral / active EE | $4,580 | $4,335+5.6% | $6,293-27.2% | $4,139+10.6% |
| Admin fee / account holder | $820 | $7,695-89.3% | $9,717-91.6% | $7,234-88.7% |