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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 | $44,746 | $58,726-23.8% | $142,898-68.7% | $85,847-47.9% |
| Participation rate | 92.0% | 58.5%+33.5pp | 72.0%+20.0pp | 69.3%+22.7pp |
| Annual return | 12.58% | 27.73%-15.2pp | 5639.64%-5627.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $3,372 | $1,424+136.8% | $4,146-18.7% | $2,565+31.4% |
| Participant deferral / active EE | $5,398 | $2,609+106.9% | $3,838+40.6% | $3,952+36.6% |
| Admin fee / account holder | $10,210 | $4,234+141.1% | $6,560+55.6% | $6,261+63.1% |