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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 | $40,373 | $57,312-29.6% | $86,617-53.4% | $75,181-46.3% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 23.26% | 2672.78%-2649.5pp | 591.91%-568.7pp | 160.69%-137.4pp |
| Employer contribution / active EE | $6,452 | $2,315+178.7% | $3,023+113.4% | $2,671+141.6% |
| Participant deferral / active EE | $2,312 | $3,319-30.3% | $4,437-47.9% | $4,126-44.0% |
| Admin fee / account holder | $439 | $4,114-89.3% | $5,613-92.2% | $5,650-92.2% |