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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 | $26,179 | $49,164-46.8% | $121,169-78.4% | $75,181-65.2% |
| Participation rate | 92.3% | 55.4%+36.9pp | 69.5%+22.8pp | 67.2%+25.1pp |
| Annual return | 42.16% | 56.03%-13.9pp | 986.71%-944.6pp | 160.69%-118.5pp |
| Employer contribution / active EE | $4,569 | $1,546+195.5% | $4,168+9.6% | $2,671+71.1% |
| Participant deferral / active EE | $8,834 | $2,628+236.1% | $4,083+116.4% | $4,126+114.1% |
| Admin fee / account holder | $1,352 | $3,942-65.7% | $5,645-76.0% | $5,650-76.1% |