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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 | $71,996 | $65,566+9.8% | $86,235-16.5% | $75,177-4.2% |
| Participation rate | 72.6% | 60.5%+12.1pp | 69.0%+3.6pp | 67.2%+5.4pp |
| Annual return | 14.08% | 46.07%-32.0pp | 1170.03%-1155.9pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,418 | $1,553-8.7% | $2,381-40.5% | $2,671-46.9% |
| Participant deferral / active EE | $3,073 | $3,023+1.6% | $3,987-22.9% | $4,126-25.5% |
| Admin fee / account holder | $6,772 | $5,470+23.8% | $6,856-1.2% | $5,651+19.8% |