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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 | $30,204 | $49,896-39.5% | $80,627-62.5% | $75,173-59.8% |
| Participation rate | 72.0% | 55.3%+16.7pp | 67.0%+5.0pp | 67.2%+4.8pp |
| Annual return | 65.68% | 34.67%+31.0pp | 936.76%-871.1pp | 160.72%-95.0pp |
| Employer contribution / active EE | $2,668 | $1,699+57.1% | $2,723-2.0% | $2,671-0.1% |
| Participant deferral / active EE | $6,339 | $2,992+111.9% | $4,443+42.7% | $4,126+53.6% |
| Admin fee / account holder | $2,752 | $3,578-23.1% | $5,381-48.9% | $5,651-51.3% |