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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 | $58,326 | $60,128-3.0% | $90,440-35.5% | $79,852-27.0% |
| Participation rate | 89.8% | 65.0%+24.8pp | 72.7%+17.1pp | 69.6%+20.2pp |
| Annual return | 14.75% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,060 | $2,068-0.4% | $3,263-36.9% | $2,471-16.6% |
| Participant deferral / active EE | $5,766 | $2,939+96.2% | $3,964+45.5% | $3,740+54.1% |
| Admin fee / account holder | $2,872 | $3,977-27.8% | $5,615-48.8% | $5,306-45.9% |