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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 | $49,896-29.7% | $80,627-56.5% | $75,173-53.3% |
| Participation rate | 98.2% | 55.3%+42.9pp | 67.0%+31.2pp | 67.2%+31.0pp |
| Annual return | 26.53% | 34.67%-8.1pp | 936.76%-910.2pp | 160.72%-134.2pp |
| Employer contribution / active EE | $7,180 | $1,699+322.7% | $2,723+163.7% | $2,671+168.8% |
| Participant deferral / active EE | $9,716 | $2,992+224.8% | $4,443+118.7% | $4,126+135.5% |
| Admin fee / account holder | $4,039 | $3,578+12.9% | $5,381-24.9% | $5,651-28.5% |