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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 | $46,885 | $63,346-26.0% | $92,240-49.2% | $70,126-33.1% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 15.22% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,823 | $2,471+54.7% | $3,680+3.9% | $2,343+63.2% |
| Participant deferral / active EE | $2,406 | $2,854-15.7% | $3,897-38.3% | $3,332-27.8% |
| Admin fee / account holder | $1,413 | $3,841-63.2% | $5,194-72.8% | $4,645-69.6% |