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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 | $58,700 | $49,199+19.3% | $121,210-51.6% | $75,177-21.9% |
| Participation rate | 76.3% | 55.4%+20.9pp | 69.5%+6.8pp | 67.2%+9.1pp |
| Annual return | 15.69% | 56.04%-40.4pp | 987.41%-971.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,766 | $1,547+14.1% | $4,171-57.7% | $2,671-33.9% |
| Participant deferral / active EE | $2,934 | $2,630+11.5% | $4,084-28.2% | $4,126-28.9% |
| Admin fee / account holder | $5,360 | $3,946+35.8% | $5,647-5.1% | $5,651-5.2% |