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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 | $66,349 | $63,346+4.7% | $92,240-28.1% | $70,126-5.4% |
| Participation rate | 73.6% | 68.7%+4.9pp | 76.5%-2.9pp | 69.5%+4.0pp |
| Annual return | 15.20% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,315 | $2,471-46.8% | $3,680-64.3% | $2,343-43.9% |
| Participant deferral / active EE | $2,600 | $2,854-8.9% | $3,897-33.3% | $3,332-22.0% |
| Admin fee / account holder | $2,939 | $3,841-23.5% | $5,194-43.4% | $4,645-36.7% |