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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 | $71,911 | $49,199+46.2% | $121,204-40.7% | $75,173-4.3% |
| Participation rate | 92.6% | 55.4%+37.2pp | 69.5%+23.1pp | 67.2%+25.4pp |
| Annual return | 17.75% | 56.04%-38.3pp | 987.18%-969.4pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,337 | $1,547-13.6% | $4,170-67.9% | $2,671-49.9% |
| Participant deferral / active EE | $2,841 | $2,630+8.0% | $4,083-30.4% | $4,126-31.2% |
| Admin fee / account holder | $7,897 | $3,946+100.1% | $5,651+39.7% | $5,651+39.8% |