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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 | $47,136 | $65,555-28.1% | $86,216-45.3% | $75,173-37.3% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.0pp | 67.2%+13.7pp |
| Annual return | 13.31% | 46.07%-32.8pp | 1169.42%-1156.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $2,318 | $1,553+49.2% | $2,382-2.7% | $2,671-13.2% |
| Participant deferral / active EE | $4,846 | $3,023+60.3% | $3,986+21.6% | $4,126+17.5% |
| Admin fee / account holder | $2,736 | $5,469-50.0% | $6,853-60.1% | $5,651-51.6% |