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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 | $45,531 | $57,330-20.6% | $86,656-47.5% | $75,177-39.4% |
| Participation rate | 86.8% | 63.2%+23.6pp | 71.7%+15.1pp | 67.2%+19.6pp |
| Annual return | 27.04% | 2675.40%-2648.4pp | 593.09%-566.1pp | 160.75%-133.7pp |
| Employer contribution / active EE | $3,483 | $2,316+50.4% | $3,025+15.1% | $2,671+30.4% |
| Participant deferral / active EE | $4,870 | $3,320+46.7% | $4,439+9.7% | $4,126+18.0% |
| Admin fee / account holder | $6,722 | $4,115+63.4% | $5,619+19.6% | $5,651+18.9% |