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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 | $102,429-36.5% | $147,096-55.8% | $80,925-19.7% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 25.10% | 135.02%-109.9pp | 419.75%-394.6pp | 35.65%-10.5pp |
| Employer contribution / active EE | $5,874 | $3,716+58.1% | $4,936+19.0% | $2,756+113.1% |
| Participant deferral / active EE | $12,784 | $6,649+92.3% | $8,071+58.4% | $4,299+197.4% |
| Admin fee / account holder | $2,738 | $7,957-65.6% | $13,005-78.9% | $6,940-60.5% |