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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 | $40,918 | $63,346-35.4% | $92,240-55.6% | $70,126-41.7% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 29.54% | 530.19%-500.6pp | 176.29%-146.7pp | 73.15%-43.6pp |
| Employer contribution / active EE | $2,620 | $2,471+6.0% | $3,680-28.8% | $2,343+11.8% |
| Participant deferral / active EE | $2,987 | $2,854+4.7% | $3,897-23.3% | $3,332-10.3% |
| Admin fee / account holder | $9,336 | $3,841+143.1% | $5,194+79.7% | $4,645+101.0% |