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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 | $43,423 | $58,927-26.3% | $76,823-43.5% | $72,983-40.5% |
| Participation rate | 81.7% | 67.3%+14.4pp | 72.1%+9.6pp | 69.5%+12.2pp |
| Annual return | 21.06% | 2305.64%-2284.6pp | 1166.42%-1145.4pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,758 | $1,787-1.6% | $2,302-23.6% | $2,440-28.0% |
| Participant deferral / active EE | $3,037 | $2,690+12.9% | $3,336-9.0% | $3,608-15.8% |
| Admin fee / account holder | $2,662 | $4,013-33.7% | $6,422-58.5% | $5,124-48.0% |