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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 | $45,349 | $60,128-24.6% | $90,440-49.9% | $79,852-43.2% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.9pp |
| Annual return | 13.75% | 71.95%-58.2pp | 1294.38%-1280.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,360 | $2,068-34.3% | $3,263-58.3% | $2,471-45.0% |
| Participant deferral / active EE | $2,745 | $2,939-6.6% | $3,964-30.7% | $3,740-26.6% |
| Admin fee / account holder | $4,266 | $3,977+7.3% | $5,615-24.0% | $5,306-19.6% |