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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 | $43,339 | $60,119-27.9% | $90,430-52.1% | $79,858-45.7% |
| Participation rate | 94.6% | 65.0%+29.7pp | 72.7%+22.0pp | 69.6%+25.0pp |
| Annual return | 20.19% | 71.94%-51.7pp | 1293.73%-1273.5pp | 31.72%-11.5pp |
| Employer contribution / active EE | $4,314 | $2,068+108.6% | $3,262+32.2% | $2,471+74.6% |
| Participant deferral / active EE | $2,631 | $2,938-10.4% | $3,963-33.6% | $3,740-29.6% |
| Admin fee / account holder | $636 | $3,976-84.0% | $5,613-88.7% | $5,306-88.0% |