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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 | $86,019 | $48,570+77.1% | $130,660-34.2% | $72,983+17.9% |
| Participation rate | 73.3% | 58.6%+14.8pp | 71.7%+1.6pp | 69.5%+3.8pp |
| Annual return | 21.82% | 38.63%-16.8pp | 1709.29%-1687.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,098 | $1,334+57.2% | $4,092-48.7% | $2,440-14.0% |
| Participant deferral / active EE | $4,303 | $2,384+80.5% | $3,603+19.4% | $3,608+19.3% |
| Admin fee / account holder | $670 | $3,549-81.1% | $5,463-87.7% | $5,124-86.9% |