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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 | $34,699 | $57,305-39.4% | $86,640-60.0% | $75,173-53.8% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 19.74% | 2674.24%-2654.5pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $3,339 | $2,316+44.2% | $3,024+10.4% | $2,671+25.0% |
| Participant deferral / active EE | $2,526 | $3,320-23.9% | $4,438-43.1% | $4,126-38.8% |
| Admin fee / account holder | $2,933 | $4,116-28.7% | $5,616-47.8% | $5,651-48.1% |