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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 | $56,323 | $63,346-11.1% | $92,239-38.9% | $70,124-19.7% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 14.27% | 530.19%-515.9pp | 176.29%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,953 | $2,471+19.5% | $3,680-19.8% | $2,342+26.1% |
| Participant deferral / active EE | $1,542 | $2,854-46.0% | $3,897-60.4% | $3,332-53.7% |
| Admin fee / account holder | $2,605 | $3,841-32.2% | $5,194-49.8% | $4,645-43.9% |