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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 | $41,857 | $80,812-48.2% | $160,784-74.0% | $82,448-49.2% |
| Participation rate | 98.1% | 66.2%+31.9pp | 77.0%+21.2pp | 68.1%+30.1pp |
| Annual return | 29.53% | 100.59%-71.1pp | 1803.92%-1774.4pp | 41.64%-12.1pp |
| Employer contribution / active EE | $4,448 | $2,174+104.6% | $3,733+19.2% | $2,551+74.4% |
| Participant deferral / active EE | $1,704 | $4,335-60.7% | $6,293-72.9% | $4,139-58.8% |
| Admin fee / account holder | $3,652 | $7,695-52.5% | $9,717-62.4% | $7,234-49.5% |