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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 | $114,163 | $54,353+110.0% | $82,726+38.0% | $68,498+66.7% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.7pp | 67.9%+14.3pp |
| Annual return | 46.10% | -13.67%+59.8pp | 701.33%-655.2pp | -7.84%+53.9pp |
| Employer contribution / active EE | $1,815 | $2,218-18.2% | $3,009-39.7% | $2,596-30.1% |
| Participant deferral / active EE | $4,075 | $3,246+25.5% | $4,394-7.3% | $4,027+1.2% |
| Admin fee / account holder | $3,949 | $4,396-10.2% | $5,328-25.9% | $5,403-26.9% |