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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 | $78,020 | $110,551-29.4% | $80,741-3.4% | $167,536-53.4% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 16.35% | 120.57%-104.2pp | 87.30%-71.0pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,636 | $1,543+6.1% | $1,160+41.1% | $4,839-66.2% |
| Participant deferral / active EE | $2,815 | $2,870-1.9% | $2,145+31.2% | $6,342-55.6% |
| Admin fee / account holder | $654 | $4,547-85.6% | $3,380-80.6% | $12,315-94.7% |