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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 | $53,547 | $65,566-18.3% | $86,235-37.9% | $75,177-28.8% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.0%+23.0pp | 67.2%+24.7pp |
| Annual return | 13.47% | 46.07%-32.6pp | 1170.03%-1156.6pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,621 | $1,553+4.3% | $2,381-31.9% | $2,671-39.3% |
| Participant deferral / active EE | $3,051 | $3,023+0.9% | $3,987-23.5% | $4,126-26.1% |
| Admin fee / account holder | $9,990 | $5,470+82.6% | $6,856+45.7% | $5,651+76.8% |