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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 | $48,990 | $55,472-11.7% | $155,567-68.5% | $74,546-34.3% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 35.18% | 268.72%-233.5pp | 64.74%-29.6pp | 1366.03%-1330.9pp |
| Employer contribution / active EE | $3,531 | $2,269+55.6% | $4,674-24.5% | $2,624+34.5% |
| Participant deferral / active EE | $6,322 | $2,838+122.8% | $5,628+12.3% | $4,347+45.4% |
| Admin fee / account holder | $1,396 | $1,743-19.9% | $15,916-91.2% | $1,944-28.2% |