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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 | $44,722 | $58,391-23.4% | $76,667-41.7% | $72,976-38.7% |
| Participation rate | 88.9% | 67.4%+21.5pp | 72.1%+16.8pp | 69.5%+19.4pp |
| Annual return | 19.13% | 2306.65%-2287.5pp | 1166.74%-1147.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $1,163 | $1,787-34.9% | $2,303-49.5% | $2,440-52.3% |
| Participant deferral / active EE | $2,764 | $2,690+2.7% | $3,336-17.1% | $3,608-23.4% |
| Admin fee / account holder | $3,633 | $4,014-9.5% | $6,423-43.4% | $5,124-29.1% |