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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 | $43,501 | $68,398-36.4% | $94,664-54.0% | $75,173-42.1% |
| Participation rate | 95.8% | 76.1%+19.7pp | 80.8%+14.9pp | 67.2%+28.6pp |
| Annual return | 32.04% | 616.72%-584.7pp | 156.84%-124.8pp | 160.72%-128.7pp |
| Employer contribution / active EE | $3,733 | $2,701+38.2% | $3,673+1.6% | $2,671+39.8% |
| Participant deferral / active EE | $14,061 | $6,537+115.1% | $7,417+89.6% | $4,126+240.8% |
| Admin fee / account holder | $2,020 | $5,324-62.1% | $7,222-72.0% | $5,651-64.2% |