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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 | $71,306 | $57,330+24.4% | $86,656-17.7% | $75,177-5.1% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 19.92% | 2675.40%-2655.5pp | 593.09%-573.2pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,538 | $2,316+9.6% | $3,025-16.1% | $2,671-5.0% |
| Participant deferral / active EE | $3,589 | $3,320+8.1% | $4,439-19.1% | $4,126-13.0% |
| Admin fee / account holder | $1,397 | $4,115-66.1% | $5,619-75.1% | $5,651-75.3% |