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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 | $67,134 | $58,275+15.2% | $81,844-18.0% | $80,935-17.1% |
| Participation rate | 86.8% | 63.5%+23.4pp | 72.4%+14.5pp | 67.7%+19.2pp |
| Annual return | 13.44% | 41.82%-28.4pp | 778.87%-765.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,923 | $2,346-18.0% | $2,916-34.1% | $2,757-30.2% |
| Participant deferral / active EE | $4,599 | $3,285+40.0% | $4,323+6.4% | $4,299+7.0% |
| Admin fee / account holder | $3,756 | $4,749-20.9% | $7,355-48.9% | $6,924-45.8% |