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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 | $60,392 | $102,663-41.2% | $86,216-30.0% | $139,466-56.7% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 21.30% | 1924.52%-1903.2pp | 1169.42%-1148.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,961 | $3,035-2.4% | $2,382+24.3% | $4,754-37.7% |
| Participant deferral / active EE | $5,542 | $4,677+18.5% | $3,986+39.0% | $6,712-17.4% |
| Admin fee / account holder | $5,123 | $8,663-40.9% | $6,853-25.2% | $11,409-55.1% |