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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 | $71,036 | $100,033-29.0% | $149,716-52.6% | $70,124+1.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 23.48% | 27.43%-3.9pp | 1501.67%-1478.2pp | 73.14%-49.7pp |
| Employer contribution / active EE | $3,614 | $3,661-1.3% | $5,444-33.6% | $2,342+54.3% |
| Participant deferral / active EE | $8,490 | $4,982+70.4% | $6,568+29.3% | $3,332+154.8% |
| Admin fee / account holder | $1,168 | $8,285-85.9% | $11,282-89.6% | $4,645-74.9% |