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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 | $36,165 | $73,518-50.8% | $63,003-42.6% | $147,585-75.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.8%+15.7pp | 82.8%+7.6pp |
| Annual return | 15.86% | 175.46%-159.6pp | 87.59%-71.7pp | 578.57%-562.7pp |
| Employer contribution / active EE | $5,125 | $3,322+54.2% | $2,760+85.7% | $4,876+5.1% |
| Participant deferral / active EE | $2,007 | $4,183-52.0% | $3,329-39.7% | $5,439-63.1% |
| Admin fee / account holder | $3,391 | $5,952-43.0% | $3,600-5.8% | $10,885-68.8% |