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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 | $40,174 | $49,896-19.5% | $80,627-50.2% | $75,173-46.6% |
| Participation rate | 96.2% | 55.3%+40.9pp | 67.0%+29.2pp | 67.2%+29.0pp |
| Annual return | 33.86% | 34.67%-0.8pp | 936.76%-902.9pp | 160.72%-126.9pp |
| Employer contribution / active EE | $9,259 | $1,699+445.0% | $2,723+240.1% | $2,671+246.6% |
| Participant deferral / active EE | $12,566 | $2,992+320.0% | $4,443+182.8% | $4,126+204.5% |
| Admin fee / account holder | $5,269 | $3,578+47.3% | $5,381-2.1% | $5,651-6.8% |