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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 | $43,302 | $49,976-13.4% | $66,674-35.1% | $82,637-47.6% |
| Participation rate | 96.0% | 63.1%+32.9pp | 73.7%+22.3pp | 68.1%+27.9pp |
| Annual return | 18.95% | 39.09%-20.1pp | 321.24%-302.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $5,795 | $1,988+191.5% | $2,620+121.2% | $2,552+127.1% |
| Participant deferral / active EE | $1,971 | $2,847-30.8% | $4,084-51.7% | $4,126-52.2% |
| Admin fee / account holder | $6,075 | $4,594+32.2% | $5,098+19.2% | $7,339-17.2% |