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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 | $62,877 | $65,566-4.1% | $86,235-27.1% | $75,177-16.4% |
| Participation rate | 76.9% | 60.5%+16.4pp | 69.0%+8.0pp | 67.2%+9.7pp |
| Annual return | 13.50% | 46.07%-32.6pp | 1170.03%-1156.5pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,993 | $1,553+28.3% | $2,381-16.3% | $2,671-25.4% |
| Participant deferral / active EE | $5,291 | $3,023+75.0% | $3,987+32.7% | $4,126+28.2% |
| Admin fee / account holder | $2,576 | $5,470-52.9% | $6,856-62.4% | $5,651-54.4% |