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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 | $46,975 | $60,128-21.9% | $90,440-48.1% | $79,852-41.2% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 11.72% | 71.95%-60.2pp | 1294.38%-1282.7pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,166 | $2,068+4.7% | $3,263-33.6% | $2,471-12.3% |
| Participant deferral / active EE | $1,602 | $2,939-45.5% | $3,964-59.6% | $3,740-57.2% |
| Admin fee / account holder | $2,147 | $3,977-46.0% | $5,615-61.8% | $5,306-59.5% |