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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 | $51,341 | $57,312-10.4% | $86,617-40.7% | $75,181-31.7% |
| Participation rate | 90.5% | 63.2%+27.3pp | 71.7%+18.8pp | 67.2%+23.3pp |
| Annual return | 18.50% | 2672.78%-2654.3pp | 591.91%-573.4pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,978 | $2,315-14.6% | $3,023-34.6% | $2,671-25.9% |
| Participant deferral / active EE | $5,702 | $3,319+71.8% | $4,437+28.5% | $4,126+38.2% |
| Admin fee / account holder | $1,445 | $4,114-64.9% | $5,613-74.2% | $5,650-74.4% |