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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 | $69,853 | $56,431+23.8% | $130,788-46.6% | $87,485-20.2% |
| Participation rate | 84.7% | 58.9%+25.8pp | 70.1%+14.6pp | 68.9%+15.8pp |
| Annual return | 17.32% | 91.27%-74.0pp | 386.44%-369.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,497 | $1,549-3.4% | $3,558-57.9% | $2,596-42.4% |
| Participant deferral / active EE | $3,606 | $2,749+31.1% | $4,137-12.8% | $4,274-15.6% |
| Admin fee / account holder | $5,801 | $4,433+30.9% | $6,673-13.1% | $7,775-25.4% |