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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 | $55,273 | $57,312-3.6% | $86,617-36.2% | $75,181-26.5% |
| Participation rate | 91.9% | 63.2%+28.7pp | 71.7%+20.2pp | 67.2%+24.7pp |
| Annual return | 15.98% | 2672.78%-2656.8pp | 591.91%-575.9pp | 160.69%-144.7pp |
| Employer contribution / active EE | $2,573 | $2,315+11.1% | $3,023-14.9% | $2,671-3.7% |
| Participant deferral / active EE | $5,301 | $3,319+59.7% | $4,437+19.5% | $4,126+28.5% |
| Admin fee / account holder | $9,741 | $4,114+136.8% | $5,613+73.5% | $5,650+72.4% |