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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 | $25,022 | $63,861-60.8% | $104,614-76.1% | $79,858-68.7% |
| Participation rate | 86.2% | 64.9%+21.3pp | 74.1%+12.1pp | 69.6%+16.6pp |
| Annual return | 97.74% | 21.30%+76.4pp | 340.56%-242.8pp | 31.72%+66.0pp |
| Employer contribution / active EE | $1,881 | $1,588+18.4% | $2,681-29.9% | $2,471-23.9% |
| Participant deferral / active EE | $3,019 | $2,693+12.1% | $3,739-19.3% | $3,740-19.3% |
| Admin fee / account holder | $797 | $4,185-81.0% | $6,464-87.7% | $5,306-85.0% |