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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 | $85,729 | $69,248+23.8% | $64,101+33.7% | $139,466-38.5% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 13.28% | 45.95%-32.7pp | 33.72%-20.4pp | 373.66%-360.4pp |
| Employer contribution / active EE | $3,576 | $3,185+12.3% | $2,749+30.1% | $4,754-24.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,349 | $4,247-68.3% | $3,070-56.1% | $11,409-88.2% |