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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 | $43,234 | $80,983-46.6% | $96,544-55.2% | $75,177-42.5% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 288.03% | 27.05%+261.0pp | 25.88%+262.2pp | 160.75%+127.3pp |
| Employer contribution / active EE | $2,377 | $2,282+4.2% | $2,966-19.9% | $2,671-11.0% |
| Participant deferral / active EE | $2,726 | $3,929-30.6% | $4,851-43.8% | $4,126-33.9% |
| Admin fee / account holder | $2,832 | $6,717-57.8% | $8,254-65.7% | $5,651-49.9% |