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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 | $50,327 | $60,139-16.3% | $90,461-44.4% | $79,856-37.0% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 15.72% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,337 | $2,069+109.6% | $3,264+32.9% | $2,471+75.5% |
| Participant deferral / active EE | $3,375 | $2,939+14.9% | $3,964-14.9% | $3,741-9.8% |
| Admin fee / account holder | $3,843 | $3,978-3.4% | $5,617-31.6% | $5,306-27.6% |