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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 | $35,399 | $60,128-41.1% | $90,440-60.9% | $79,852-55.7% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 13.27% | 71.95%-58.7pp | 1294.38%-1281.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,391 | $2,068+63.9% | $3,263+3.9% | $2,471+37.2% |
| Participant deferral / active EE | $3,976 | $2,939+35.3% | $3,964+0.3% | $3,740+6.3% |
| Admin fee / account holder | $4,097 | $3,977+3.0% | $5,615-27.0% | $5,306-22.8% |