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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 | $46,321 | $70,587-34.4% | $124,693-62.9% | $85,847-46.0% |
| Participation rate | 81.3% | 64.4%+16.8pp | 74.6%+6.6pp | 69.3%+11.9pp |
| Annual return | 18.10% | 20688.83%-20670.7pp | 5144.19%-5126.1pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,910 | $1,913+52.1% | $3,324-12.5% | $2,565+13.4% |
| Participant deferral / active EE | $6,504 | $2,969+119.1% | $4,615+40.9% | $3,952+64.6% |
| Admin fee / account holder | $3,249 | $5,282-38.5% | $7,494-56.6% | $6,261-48.1% |