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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 | $21,212 | $57,330-63.0% | $86,656-75.5% | $75,177-71.8% |
| Participation rate | 98.2% | 63.2%+35.0pp | 71.7%+26.5pp | 67.2%+31.0pp |
| Annual return | 30.92% | 2675.40%-2644.5pp | 593.09%-562.2pp | 160.75%-129.8pp |
| Employer contribution / active EE | $2,065 | $2,316-10.9% | $3,025-31.8% | $2,671-22.7% |
| Participant deferral / active EE | $3,933 | $3,320+18.5% | $4,439-11.4% | $4,126-4.7% |
| Admin fee / account holder | $4,020 | $4,115-2.3% | $5,619-28.4% | $5,651-28.9% |