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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 | $47,017 | $63,346-25.8% | $92,239-49.0% | $70,124-33.0% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 14.61% | 530.19%-515.6pp | 176.29%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,789 | $2,471-27.6% | $3,680-51.4% | $2,342-23.6% |
| Participant deferral / active EE | $4,133 | $2,854+44.8% | $3,897+6.1% | $3,332+24.1% |
| Admin fee / account holder | $10,855 | $3,841+182.6% | $5,194+109.0% | $4,645+133.7% |