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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 | $35,098 | $49,891-29.7% | $80,607-56.5% | $75,181-53.3% |
| Participation rate | 98.2% | 55.3%+42.9pp | 67.0%+31.2pp | 67.2%+31.0pp |
| Annual return | 26.53% | 34.67%-8.1pp | 936.11%-909.6pp | 160.69%-134.2pp |
| Employer contribution / active EE | $7,180 | $1,698+322.8% | $2,724+163.6% | $2,671+168.9% |
| Participant deferral / active EE | $9,716 | $2,991+224.8% | $4,448+118.5% | $4,126+135.5% |
| Admin fee / account holder | $4,039 | $3,578+12.9% | $5,379-24.9% | $5,650-28.5% |