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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 | $36,342 | $63,346-42.6% | $92,239-60.6% | $70,124-48.2% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.3pp |
| Annual return | 168.73% | 530.19%-361.5pp | 176.29%-7.6pp | 73.14%+95.6pp |
| Employer contribution / active EE | $6,109 | $2,471+147.2% | $3,680+66.0% | $2,342+160.8% |
| Participant deferral / active EE | $1,502 | $2,854-47.4% | $3,897-61.5% | $3,332-54.9% |
| Admin fee / account holder | $3,240 | $3,841-15.6% | $5,194-37.6% | $4,645-30.3% |