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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 | $35,732 | $29,319+21.9% | $52,425-31.8% | $82,448-56.7% |
| Participation rate | 83.9% | 46.9%+37.0pp | 55.6%+28.2pp | 68.1%+15.8pp |
| Annual return | 19.95% | 535.20%-515.2pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,328 | $586+297.0% | $914+154.7% | $2,551-8.7% |
| Participant deferral / active EE | $3,798 | $1,171+224.2% | $1,790+112.1% | $4,139-8.3% |
| Admin fee / account holder | $4,014 | $1,962+104.5% | $2,495+60.9% | $7,234-44.5% |