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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 | $74,107 | $49,896+48.5% | $80,627-8.1% | $75,173-1.4% |
| Participation rate | 72.2% | 55.3%+16.9pp | 67.0%+5.2pp | 67.2%+5.0pp |
| Annual return | 16.91% | 34.67%-17.8pp | 936.76%-919.9pp | 160.72%-143.8pp |
| Employer contribution / active EE | $2,207 | $1,699+29.9% | $2,723-19.0% | $2,671-17.4% |
| Participant deferral / active EE | $5,573 | $2,992+86.3% | $4,443+25.4% | $4,126+35.1% |
| Admin fee / account holder | $2,694 | $3,578-24.7% | $5,381-49.9% | $5,651-52.3% |