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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 | $68,190 | $39,798+71.3% | $67,704+0.7% | $59,633+14.3% |
| Participation rate | 92.0% | 57.4%+34.6pp | 67.5%+24.5pp | 68.7%+23.3pp |
| Annual return | 18.70% | 89.94%-71.2pp | 25.41%-6.7pp | 2041.45%-2022.8pp |
| Employer contribution / active EE | $2,196 | $1,393+57.6% | $2,559-14.2% | $2,203-0.3% |
| Participant deferral / active EE | $3,508 | $2,335+50.2% | $3,585-2.2% | $3,192+9.9% |
| Admin fee / account holder | $1,013 | $3,212-68.5% | $4,255-76.2% | $4,297-76.4% |