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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 | $69,048 | $49,199+40.3% | $121,210-43.0% | $75,177-8.2% |
| Participation rate | 84.6% | 55.4%+29.2pp | 69.5%+15.1pp | 67.2%+17.4pp |
| Annual return | 15.72% | 56.04%-40.3pp | 987.41%-971.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,774 | $1,547+273.2% | $4,171+38.4% | $2,671+116.2% |
| Participant deferral / active EE | $4,112 | $2,630+56.3% | $4,084+0.7% | $4,126-0.4% |
| Admin fee / account holder | $3,213 | $3,946-18.6% | $5,647-43.1% | $5,651-43.2% |