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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 | $79,974 | $56,134+42.5% | $96,171-16.8% | $85,847-6.8% |
| Participation rate | 75.9% | 56.7%+19.1pp | 68.4%+7.4pp | 69.3%+6.5pp |
| Annual return | 14.79% | 42.30%-27.5pp | 192.04%-177.3pp | 318.61%-303.8pp |
| Employer contribution / active EE | $2,693 | $1,620+66.2% | $2,799-3.8% | $2,565+5.0% |
| Participant deferral / active EE | $6,239 | $2,858+118.4% | $4,350+43.4% | $3,952+57.9% |
| Admin fee / account holder | $1,035 | $3,769-72.5% | $5,538-81.3% | $6,261-83.5% |