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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 | $58,823 | $43,133+36.4% | $89,435-34.2% | $73,497-20.0% |
| Participation rate | 82.5% | 55.0%+27.6pp | 68.0%+14.5pp | 70.7%+11.8pp |
| Annual return | 21.06% | 135.66%-114.6pp | 245.55%-224.5pp | 28.51%-7.5pp |
| Employer contribution / active EE | $3,031 | $1,438+110.8% | $2,587+17.2% | $2,270+33.5% |
| Participant deferral / active EE | $4,653 | $2,445+90.4% | $3,890+19.6% | $3,740+24.4% |
| Admin fee / account holder | $687 | $444+54.9% | $4,884-85.9% | $513+33.9% |