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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 | $73,002 | $65,555+11.4% | $86,216-15.3% | $75,173-2.9% |
| Participation rate | 78.0% | 60.5%+17.6pp | 69.0%+9.1pp | 67.2%+10.8pp |
| Annual return | 15.56% | 46.07%-30.5pp | 1169.42%-1153.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,225 | $1,553-21.2% | $2,382-48.6% | $2,671-54.1% |
| Participant deferral / active EE | $4,546 | $3,023+50.4% | $3,986+14.1% | $4,126+10.2% |
| Admin fee / account holder | $3,715 | $5,469-32.1% | $6,853-45.8% | $5,651-34.3% |