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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 | $74,655 | $65,566+13.9% | $86,235-13.4% | $75,177-0.7% |
| Participation rate | 82.5% | 60.5%+22.0pp | 69.0%+13.5pp | 67.2%+15.3pp |
| Annual return | 18.77% | 46.07%-27.3pp | 1170.03%-1151.3pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,215 | $1,553-21.8% | $2,381-49.0% | $2,671-54.5% |
| Participant deferral / active EE | $2,927 | $3,023-3.2% | $3,987-26.6% | $4,126-29.1% |
| Admin fee / account holder | $2,510 | $5,470-54.1% | $6,856-63.4% | $5,651-55.6% |