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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 | $123,625 | $63,346+95.2% | $92,240+34.0% | $70,126+76.3% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 13.30% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $539 | $2,471-78.2% | $3,680-85.3% | $2,343-77.0% |
| Participant deferral / active EE | $2,158 | $2,854-24.4% | $3,897-44.6% | $3,332-35.2% |
| Admin fee / account holder | $2,236 | $3,841-41.8% | $5,194-56.9% | $4,645-51.9% |