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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 | $46,793 | $49,897-6.2% | $80,648-42.0% | $75,177-37.8% |
| Participation rate | 95.8% | 55.3%+40.5pp | 67.0%+28.8pp | 67.2%+28.6pp |
| Annual return | 15.18% | 34.68%-19.5pp | 937.21%-922.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $9,805 | $1,699+477.1% | $2,724+260.0% | $2,671+267.1% |
| Participant deferral / active EE | $948 | $2,992-68.3% | $4,443-78.7% | $4,126-77.0% |
| Admin fee / account holder | $5,512 | $3,579+54.0% | $5,382+2.4% | $5,651-2.5% |