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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 | $45,403 | $57,330-20.8% | $86,656-47.6% | $75,177-39.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 27.41% | 2675.40%-2648.0pp | 593.09%-565.7pp | 160.75%-133.3pp |
| Employer contribution / active EE | $2,932 | $2,316+26.6% | $3,025-3.1% | $2,671+9.8% |
| Participant deferral / active EE | $4,068 | $3,320+22.5% | $4,439-8.4% | $4,126-1.4% |
| Admin fee / account holder | $744 | $4,115-81.9% | $5,619-86.8% | $5,651-86.8% |