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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 | $53,966 | $49,164+9.8% | $121,169-55.5% | $75,181-28.2% |
| Participation rate | 76.0% | 55.4%+20.6pp | 69.5%+6.5pp | 67.2%+8.8pp |
| Annual return | 16.09% | 56.03%-39.9pp | 986.71%-970.6pp | 160.69%-144.6pp |
| Employer contribution / active EE | $632 | $1,546-59.1% | $4,168-84.8% | $2,671-76.3% |
| Participant deferral / active EE | $5,905 | $2,628+124.7% | $4,083+44.6% | $4,126+43.1% |
| Admin fee / account holder | $3,585 | $3,942-9.1% | $5,645-36.5% | $5,650-36.5% |