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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 | $53,644 | $63,342-15.3% | $92,235-41.8% | $70,131-23.5% |
| Participation rate | 87.9% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 19.44% | 530.15%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,824 | $2,471+14.3% | $3,679-23.3% | $2,342+20.5% |
| Participant deferral / active EE | $3,341 | $2,854+17.1% | $3,897-14.3% | $3,332+0.3% |
| Admin fee / account holder | $1,671 | $3,840-56.5% | $5,194-67.8% | $4,645-64.0% |