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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 | $71,641 | $65,555+9.3% | $86,216-16.9% | $75,173-4.7% |
| Participation rate | 74.7% | 60.5%+14.3pp | 69.0%+5.8pp | 67.2%+7.5pp |
| Annual return | 19.36% | 46.07%-26.7pp | 1169.42%-1150.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $392 | $1,553-74.8% | $2,382-83.6% | $2,671-85.3% |
| Participant deferral / active EE | $3,295 | $3,023+9.0% | $3,986-17.3% | $4,126-20.1% |
| Admin fee / account holder | $2,806 | $5,469-48.7% | $6,853-59.1% | $5,651-50.3% |