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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 | $58,651 | $81,668-28.2% | $58,507+0.2% | $139,487-58.0% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 17.85% | 7430.07%-7412.2pp | 4252.32%-4234.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $7,663 | $1,398+448.2% | $1,053+627.6% | $4,755+61.2% |
| Participant deferral / active EE | $12,788 | $2,554+400.8% | $1,922+565.3% | $6,713+90.5% |
| Admin fee / account holder | $1,241 | $3,212-61.4% | $2,486-50.1% | $11,407-89.1% |