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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 | $56,398 | $65,423-13.8% | $98,477-42.7% | $85,856-34.3% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 69.3%+27.6pp |
| Annual return | 16.17% | 21.76%-5.6pp | 1493.59%-1477.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $4,676 | $2,168+115.7% | $2,961+57.9% | $2,565+82.3% |
| Participant deferral / active EE | $4,653 | $3,167+46.9% | $4,276+8.8% | $3,952+17.7% |
| Admin fee / account holder | $1,161 | $4,594-74.7% | $5,951-80.5% | $6,261-81.5% |