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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 | $27,326 | $57,330-52.3% | $86,656-68.5% | $75,177-63.7% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 16.05% | 2675.40%-2659.3pp | 593.09%-577.0pp | 160.75%-144.7pp |
| Employer contribution / active EE | $4,499 | $2,316+94.2% | $3,025+48.7% | $2,671+68.4% |
| Participant deferral / active EE | $3,862 | $3,320+16.3% | $4,439-13.0% | $4,126-6.4% |
| Admin fee / account holder | $711 | $4,115-82.7% | $5,619-87.3% | $5,651-87.4% |