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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 | $94,235 | $63,346+48.8% | $92,240+2.2% | $70,126+34.4% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 20.42% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,053 | $2,471-57.4% | $3,680-71.4% | $2,343-55.0% |
| Participant deferral / active EE | $2,403 | $2,854-15.8% | $3,897-38.3% | $3,332-27.9% |
| Admin fee / account holder | $4,308 | $3,841+12.2% | $5,194-17.1% | $4,645-7.3% |