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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 | $52,976 | $60,139-11.9% | $90,461-41.4% | $79,856-33.7% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 23.01% | 71.96%-49.0pp | 1294.76%-1271.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,695 | $2,069+78.6% | $3,264+13.2% | $2,471+49.5% |
| Participant deferral / active EE | $5,316 | $2,939+80.9% | $3,964+34.1% | $3,741+42.1% |
| Admin fee / account holder | $1,814 | $3,978-54.4% | $5,617-67.7% | $5,306-65.8% |