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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 | $35,566 | $60,128-40.8% | $90,440-60.7% | $79,852-55.5% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 16.99% | 71.95%-55.0pp | 1294.38%-1277.4pp | 31.72%-14.7pp |
| Employer contribution / active EE | $4,701 | $2,068+127.3% | $3,263+44.1% | $2,471+90.3% |
| Participant deferral / active EE | $2,323 | $2,939-20.9% | $3,964-41.4% | $3,740-37.9% |
| Admin fee / account holder | $877 | $3,977-77.9% | $5,615-84.4% | $5,306-83.5% |