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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 | $61,415 | $73,518-16.5% | $63,005-2.5% | $147,585-58.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 14.43% | 175.46%-161.0pp | 87.59%-73.2pp | 578.58%-564.2pp |
| Employer contribution / active EE | $2,897 | $3,322-12.8% | $2,760+5.0% | $4,876-40.6% |
| Participant deferral / active EE | $3,259 | $4,183-22.1% | $3,329-2.1% | $5,439-40.1% |
| Admin fee / account holder | $459 | $5,952-92.3% | $3,599-87.2% | $10,886-95.8% |