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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 | $66,728 | $56,431+18.2% | $130,788-49.0% | $87,485-23.7% |
| Participation rate | 90.9% | 58.9%+32.0pp | 70.1%+20.8pp | 68.9%+22.0pp |
| Annual return | 13.34% | 91.27%-77.9pp | 386.44%-373.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,939 | $1,549+89.7% | $3,558-17.4% | $2,596+13.2% |
| Participant deferral / active EE | $5,450 | $2,749+98.2% | $4,137+31.7% | $4,274+27.5% |
| Admin fee / account holder | $2,744 | $4,433-38.1% | $6,673-58.9% | $7,775-64.7% |