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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 | $66,783 | $49,897+33.8% | $80,648-17.2% | $75,177-11.2% |
| Participation rate | 82.8% | 55.3%+27.4pp | 67.0%+15.7pp | 67.2%+15.6pp |
| Annual return | 23.52% | 34.68%-11.2pp | 937.21%-913.7pp | 160.75%-137.2pp |
| Employer contribution / active EE | $3,234 | $1,699+90.4% | $2,724+18.7% | $2,671+21.1% |
| Participant deferral / active EE | $3,697 | $2,992+23.6% | $4,443-16.8% | $4,126-10.4% |
| Admin fee / account holder | $559 | $3,579-84.4% | $5,382-89.6% | $5,651-90.1% |