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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 | $65,023 | $102,385-36.5% | $147,080-55.8% | $80,935-19.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 25.10% | 135.09%-110.0pp | 420.17%-395.1pp | 35.66%-10.6pp |
| Employer contribution / active EE | $5,874 | $3,717+58.0% | $4,933+19.1% | $2,757+113.1% |
| Participant deferral / active EE | $12,784 | $6,651+92.2% | $8,066+58.5% | $4,299+197.3% |
| Admin fee / account holder | $2,738 | $7,951-65.6% | $12,989-78.9% | $6,924-60.5% |