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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 | $72,295 | $65,575+10.2% | $86,209-16.1% | $75,181-3.8% |
| Participation rate | 85.0% | 60.5%+24.5pp | 69.0%+16.0pp | 67.2%+17.8pp |
| Annual return | 17.12% | 46.07%-29.0pp | 1169.05%-1151.9pp | 160.69%-143.6pp |
| Employer contribution / active EE | $2,500 | $1,553+60.9% | $2,381+5.0% | $2,671-6.4% |
| Participant deferral / active EE | $2,008 | $3,023-33.6% | $3,986-49.6% | $4,126-51.3% |
| Admin fee / account holder | $919 | $5,470-83.2% | $6,853-86.6% | $5,650-83.7% |