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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 | $37,445 | $65,555-42.9% | $86,216-56.6% | $75,173-50.2% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 14.18% | 46.07%-31.9pp | 1169.42%-1155.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $3,724 | $1,553+139.8% | $2,382+56.4% | $2,671+39.4% |
| Participant deferral / active EE | $4,746 | $3,023+57.0% | $3,986+19.1% | $4,126+15.0% |
| Admin fee / account holder | $622 | $5,469-88.6% | $6,853-90.9% | $5,651-89.0% |