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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 | $27,404 | $57,305-52.2% | $86,640-68.4% | $75,173-63.5% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 28.38% | 2674.24%-2645.9pp | 592.52%-564.1pp | 160.72%-132.3pp |
| Employer contribution / active EE | $2,043 | $2,316-11.8% | $3,024-32.4% | $2,671-23.5% |
| Participant deferral / active EE | $4,935 | $3,320+48.7% | $4,438+11.2% | $4,126+19.6% |
| Admin fee / account holder | $1,965 | $4,116-52.3% | $5,616-65.0% | $5,651-65.2% |