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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 | $59,456-23.3% | $93,669-51.3% | $74,429-38.7% |
| Participation rate | 98.3% | 59.6%+38.7pp | 68.7%+29.6pp | 67.2%+31.1pp |
| Annual return | 15.74% | 82.00%-66.3pp | 133.59%-117.9pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,504 | $1,266+176.8% | $2,424+44.6% | $2,625+33.5% |
| Participant deferral / active EE | $6,952 | $3,052+127.8% | $4,416+57.4% | $4,348+59.9% |
| Admin fee / account holder | $4,519 | $3,026+49.3% | $8,291-45.5% | $1,944+132.4% |