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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 | $43,192 | $57,312-24.6% | $86,617-50.1% | $75,181-42.5% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 17.96% | 2672.78%-2654.8pp | 591.91%-574.0pp | 160.69%-142.7pp |
| Employer contribution / active EE | $4,069 | $2,315+75.7% | $3,023+34.6% | $2,671+52.4% |
| Participant deferral / active EE | $5,323 | $3,319+60.4% | $4,437+20.0% | $4,126+29.0% |
| Admin fee / account holder | $1,173 | $4,114-71.5% | $5,613-79.1% | $5,650-79.2% |