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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 | $59,402-23.2% | $93,654-51.3% | $74,546-38.8% |
| Participation rate | 98.3% | 59.7%+38.6pp | 68.7%+29.6pp | 67.2%+31.1pp |
| Annual return | 15.74% | 81.86%-66.1pp | 133.34%-117.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,504 | $1,265+177.1% | $2,421+44.7% | $2,624+33.5% |
| Participant deferral / active EE | $6,952 | $3,049+128.0% | $4,413+57.5% | $4,347+59.9% |
| Admin fee / account holder | $4,519 | $3,023+49.5% | $8,282-45.4% | $1,944+132.5% |