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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 | $30,892 | $29,319+5.4% | $52,425-41.1% | $82,448-62.5% |
| Participation rate | 93.3% | 46.9%+46.5pp | 55.6%+37.7pp | 68.1%+25.3pp |
| Annual return | 27.27% | 535.20%-507.9pp | 302.12%-274.8pp | 41.64%-14.4pp |
| Employer contribution / active EE | $2,587 | $586+341.1% | $914+183.0% | $2,551+1.4% |
| Participant deferral / active EE | $3,466 | $1,171+195.9% | $1,790+93.6% | $4,139-16.3% |
| Admin fee / account holder | $832 | $1,962-57.6% | $2,495-66.6% | $7,234-88.5% |