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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 | $56,991 | $65,555-13.1% | $86,216-33.9% | $75,173-24.2% |
| Participation rate | 85.4% | 60.5%+24.9pp | 69.0%+16.5pp | 67.2%+18.2pp |
| Annual return | 17.64% | 46.07%-28.4pp | 1169.42%-1151.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,708 | $1,553+74.4% | $2,382+13.7% | $2,671+1.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,569 | $5,469+1.8% | $6,853-18.7% | $5,651-1.4% |