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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 | $51,278 | $57,312-10.5% | $86,617-40.8% | $75,181-31.8% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 17.02% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $3,299 | $2,315+42.5% | $3,023+9.1% | $2,671+23.5% |
| Participant deferral / active EE | $1,776 | $3,319-46.5% | $4,437-60.0% | $4,126-57.0% |
| Admin fee / account holder | $3,139 | $4,114-23.7% | $5,613-44.1% | $5,650-44.4% |