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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 | $60,752 | $52,353+16.0% | $120,225-49.5% | $82,448-26.3% |
| Participation rate | 85.7% | 58.3%+27.4pp | 69.6%+16.1pp | 68.1%+17.6pp |
| Annual return | 18.47% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,941 | $1,510+161.0% | $3,475+13.4% | $2,551+54.5% |
| Participant deferral / active EE | $8,128 | $2,627+209.4% | $3,999+103.3% | $4,139+96.4% |
| Admin fee / account holder | $2,288 | $4,363-47.6% | $5,696-59.8% | $7,234-68.4% |