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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 | $54,503 | $65,575-16.9% | $86,209-36.8% | $75,181-27.5% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 14.30% | 46.07%-31.8pp | 1169.05%-1154.8pp | 160.69%-146.4pp |
| Employer contribution / active EE | $3,590 | $1,553+131.1% | $2,381+50.7% | $2,671+34.4% |
| Participant deferral / active EE | $2,516 | $3,023-16.8% | $3,986-36.9% | $4,126-39.0% |
| Admin fee / account holder | $32,598 | $5,470+495.9% | $6,853+375.7% | $5,650+477.0% |