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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 | $54,835 | $57,330-4.4% | $86,656-36.7% | $75,177-27.1% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 21.26% | 2675.40%-2654.1pp | 593.09%-571.8pp | 160.75%-139.5pp |
| Employer contribution / active EE | $5,539 | $2,316+139.1% | $3,025+83.1% | $2,671+107.4% |
| Participant deferral / active EE | $5,222 | $3,320+57.3% | $4,439+17.6% | $4,126+26.5% |
| Admin fee / account holder | $3,070 | $4,115-25.4% | $5,619-45.4% | $5,651-45.7% |