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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 | $51,401 | $65,434-21.4% | $98,483-47.8% | $85,847-40.1% |
| Participation rate | 97.9% | 65.0%+32.9pp | 73.3%+24.6pp | 69.3%+28.6pp |
| Annual return | 28.69% | 21.75%+6.9pp | 1494.38%-1465.7pp | 318.61%-289.9pp |
| Employer contribution / active EE | $2,973 | $2,169+37.1% | $2,961+0.4% | $2,565+15.9% |
| Participant deferral / active EE | $1,088 | $3,168-65.6% | $4,276-74.6% | $3,952-72.5% |
| Admin fee / account holder | $2,809 | $4,595-38.9% | $5,953-52.8% | $6,261-55.1% |