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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 | $49,038 | $57,312-14.4% | $86,617-43.4% | $75,181-34.8% |
| Participation rate | 82.9% | 63.2%+19.7pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 17.74% | 2672.78%-2655.0pp | 591.91%-574.2pp | 160.69%-142.9pp |
| Employer contribution / active EE | $2,364 | $2,315+2.1% | $3,023-21.8% | $2,671-11.5% |
| Participant deferral / active EE | $6,085 | $3,319+83.3% | $4,437+37.1% | $4,126+47.5% |
| Admin fee / account holder | $3,077 | $4,114-25.2% | $5,613-45.2% | $5,650-45.5% |