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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 | $43,931 | $58,726-25.2% | $142,898-69.3% | $85,847-48.8% |
| Participation rate | 98.8% | 58.5%+40.3pp | 72.0%+26.8pp | 69.3%+29.5pp |
| Annual return | 41.33% | 27.73%+13.6pp | 5639.64%-5598.3pp | 318.61%-277.3pp |
| Employer contribution / active EE | $1,525 | $1,424+7.1% | $4,146-63.2% | $2,565-40.6% |
| Participant deferral / active EE | $1,933 | $2,609-25.9% | $3,838-49.6% | $3,952-51.1% |
| Admin fee / account holder | $593 | $4,234-86.0% | $6,560-91.0% | $6,261-90.5% |