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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 | $29,323 | $48,570-39.6% | $130,660-77.6% | $72,976-59.8% |
| Participation rate | 74.2% | 58.6%+15.6pp | 71.7%+2.4pp | 69.5%+4.7pp |
| Annual return | 26.06% | 38.63%-12.6pp | 1709.29%-1683.2pp | 81.02%-55.0pp |
| Employer contribution / active EE | $1,802 | $1,334+35.1% | $4,092-56.0% | $2,440-26.2% |
| Participant deferral / active EE | $5,130 | $2,384+115.2% | $3,603+42.4% | $3,608+42.2% |
| Admin fee / account holder | $1,764 | $3,549-50.3% | $5,463-67.7% | $5,124-65.6% |