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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 | $90,115 | $49,199+83.2% | $121,210-25.7% | $75,177+19.9% |
| Participation rate | 70.4% | 55.4%+15.0pp | 69.5%+0.9pp | 67.2%+3.2pp |
| Annual return | 28.37% | 56.04%-27.7pp | 987.41%-959.0pp | 160.75%-132.4pp |
| Employer contribution / active EE | $607 | $1,547-60.8% | $4,171-85.4% | $2,671-77.3% |
| Participant deferral / active EE | $1,523 | $2,630-42.1% | $4,084-62.7% | $4,126-63.1% |
| Admin fee / account holder | $1,092 | $3,946-72.3% | $5,647-80.7% | $5,651-80.7% |