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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 | $39,853 | $57,312-30.5% | $86,617-54.0% | $75,181-47.0% |
| Participation rate | 82.3% | 63.2%+19.1pp | 71.7%+10.6pp | 67.2%+15.1pp |
| Annual return | 20.20% | 2672.78%-2652.6pp | 591.91%-571.7pp | 160.69%-140.5pp |
| Employer contribution / active EE | $2,291 | $2,315-1.1% | $3,023-24.2% | $2,671-14.2% |
| Participant deferral / active EE | $4,631 | $3,319+39.5% | $4,437+4.4% | $4,126+12.2% |
| Admin fee / account holder | $1,636 | $4,114-60.2% | $5,613-70.9% | $5,650-71.0% |