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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 | $45,627 | $59,467-23.3% | $93,727-51.3% | $74,478-38.7% |
| Participation rate | 98.3% | 59.6%+38.7pp | 68.7%+29.6pp | 67.2%+31.1pp |
| Annual return | 15.74% | 82.14%-66.4pp | 133.83%-118.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $3,504 | $1,267+176.6% | $2,421+44.7% | $2,626+33.4% |
| Participant deferral / active EE | $6,952 | $3,052+127.8% | $4,417+57.4% | $4,350+59.8% |
| Admin fee / account holder | $4,519 | $3,028+49.2% | $8,292-45.5% | $1,946+132.2% |