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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 | $40,063 | $49,897-19.7% | $80,648-50.3% | $75,177-46.7% |
| Participation rate | 89.7% | 55.3%+34.3pp | 67.0%+22.6pp | 67.2%+22.5pp |
| Annual return | 17.36% | 34.68%-17.3pp | 937.21%-919.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $2,670 | $1,699+57.2% | $2,724-2.0% | $2,6710% |
| Participant deferral / active EE | $5,000 | $2,992+67.1% | $4,443+12.5% | $4,126+21.2% |
| Admin fee / account holder | $1,539 | $3,579-57.0% | $5,382-71.4% | $5,651-72.8% |