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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 | $59,154 | $49,164+20.3% | $121,169-51.2% | $75,181-21.3% |
| Participation rate | 80.4% | 55.4%+24.9pp | 69.5%+10.8pp | 67.2%+13.2pp |
| Annual return | 24.02% | 56.03%-32.0pp | 986.71%-962.7pp | 160.69%-136.7pp |
| Employer contribution / active EE | $1,683 | $1,546+8.9% | $4,168-59.6% | $2,671-37.0% |
| Participant deferral / active EE | $6,284 | $2,628+139.1% | $4,083+53.9% | $4,126+52.3% |
| Admin fee / account holder | $1,582 | $3,942-59.9% | $5,645-72.0% | $5,650-72.0% |