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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 | $68,430 | $73,546-7.0% | $63,018+8.6% | $147,586-53.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.1pp | 82.8%+10.0pp |
| Annual return | 21.77% | 175.56%-153.8pp | 87.62%-65.9pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,352 | $3,324-59.3% | $2,761-51.0% | $4,876-72.3% |
| Participant deferral / active EE | $4,835 | $4,185+15.6% | $3,330+45.2% | $5,439-11.1% |
| Admin fee / account holder | $4,178 | $5,956-29.9% | $3,601+16.0% | $10,886-61.6% |