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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 | $49,457 | $65,434-24.4% | $98,483-49.8% | $85,847-42.4% |
| Participation rate | 96.1% | 65.0%+31.1pp | 73.3%+22.7pp | 69.3%+26.8pp |
| Annual return | 27.67% | 21.75%+5.9pp | 1494.38%-1466.7pp | 318.61%-290.9pp |
| Employer contribution / active EE | $3,816 | $2,169+76.0% | $2,961+28.9% | $2,565+48.8% |
| Participant deferral / active EE | $2,570 | $3,168-18.9% | $4,276-39.9% | $3,952-35.0% |
| Admin fee / account holder | $4,192 | $4,595-8.8% | $5,953-29.6% | $6,261-33.0% |