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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 | $38,097 | $58,391-34.8% | $76,657-50.3% | $72,975-47.8% |
| Participation rate | 86.4% | 67.4%+19.0pp | 72.1%+14.3pp | 69.5%+16.9pp |
| Annual return | 22.45% | 2306.65%-2284.2pp | 1166.74%-1144.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,339 | $1,787-25.1% | $2,303-41.8% | $2,440-45.1% |
| Participant deferral / active EE | $2,278 | $2,690-15.3% | $3,335-31.7% | $3,608-36.9% |
| Admin fee / account holder | $3,097 | $4,014-22.8% | $6,423-51.8% | $5,124-39.6% |