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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 | $57,007 | $65,566-13.1% | $86,235-33.9% | $75,177-24.2% |
| Participation rate | 73.1% | 60.5%+12.6pp | 69.0%+4.1pp | 67.2%+5.9pp |
| Annual return | 28.72% | 46.07%-17.4pp | 1170.03%-1141.3pp | 160.75%-132.0pp |
| Employer contribution / active EE | $2,279 | $1,553+46.7% | $2,381-4.3% | $2,671-14.7% |
| Participant deferral / active EE | $4,460 | $3,023+47.5% | $3,987+11.9% | $4,126+8.1% |
| Admin fee / account holder | $1,759 | $5,470-67.8% | $6,856-74.3% | $5,651-68.9% |