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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 | $69,708 | $65,566+6.3% | $86,235-19.2% | $75,177-7.3% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.5pp | 67.2%+9.3pp |
| Annual return | 17.03% | 46.07%-29.0pp | 1170.03%-1153.0pp | 160.75%-143.7pp |
| Employer contribution / active EE | $4,845 | $1,553+211.9% | $2,381+103.5% | $2,671+81.4% |
| Participant deferral / active EE | $3,685 | $3,023+21.9% | $3,987-7.6% | $4,126-10.7% |
| Admin fee / account holder | $2,085 | $5,470-61.9% | $6,856-69.6% | $5,651-63.1% |