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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 | $64,055 | $57,312+11.8% | $86,617-26.0% | $75,181-14.8% |
| Participation rate | 73.5% | 63.2%+10.3pp | 71.7%+1.8pp | 67.2%+6.3pp |
| Annual return | 22.82% | 2672.78%-2650.0pp | 591.91%-569.1pp | 160.69%-137.9pp |
| Employer contribution / active EE | $3,712 | $2,315+60.3% | $3,023+22.8% | $2,671+39.0% |
| Participant deferral / active EE | $7,787 | $3,319+134.6% | $4,437+75.5% | $4,126+88.7% |
| Admin fee / account holder | $1,166 | $4,114-71.6% | $5,613-79.2% | $5,650-79.4% |