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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 | $42,199 | $65,434-35.5% | $98,483-57.2% | $85,847-50.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.3%+2.7pp |
| Annual return | 14.98% | 21.75%-6.8pp | 1494.38%-1479.4pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,982 | $2,169-8.6% | $2,961-33.0% | $2,565-22.7% |
| Participant deferral / active EE | $4,553 | $3,168+43.7% | $4,276+6.5% | $3,952+15.2% |
| Admin fee / account holder | $3,623 | $4,595-21.2% | $5,953-39.1% | $6,261-42.1% |