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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 | $71,519 | $102,422-30.2% | $147,117-51.4% | $80,959-11.7% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 43.27% | 135.16%-91.9pp | 420.54%-377.3pp | 35.67%+7.6pp |
| Employer contribution / active EE | $2,980 | $3,717-19.8% | $4,932-39.6% | $2,757+8.1% |
| Participant deferral / active EE | $8,663 | $6,652+30.2% | $8,065+7.4% | $4,300+101.5% |
| Admin fee / account holder | $3,236 | $7,953-59.3% | $12,993-75.1% | $6,925-53.3% |