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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 | $44,531 | $52,353-14.9% | $120,225-63.0% | $82,448-46.0% |
| Participation rate | 98.6% | 58.3%+40.3pp | 69.6%+29.1pp | 68.1%+30.6pp |
| Annual return | 18.58% | 61.85%-43.3pp | 439.23%-420.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,280 | $1,510+117.2% | $3,475-5.6% | $2,551+28.6% |
| Participant deferral / active EE | $5,571 | $2,627+112.1% | $3,999+39.3% | $4,139+34.6% |
| Admin fee / account holder | $2,966 | $4,363-32.0% | $5,696-47.9% | $7,234-59.0% |