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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 | $47,504 | $65,555-27.5% | $86,216-44.9% | $75,173-36.8% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 13.59% | 46.07%-32.5pp | 1169.42%-1155.8pp | 160.72%-147.1pp |
| Employer contribution / active EE | $2,937 | $1,553+89.1% | $2,382+23.3% | $2,671+10.0% |
| Participant deferral / active EE | $4,028 | $3,023+33.2% | $3,986+1.1% | $4,126-2.4% |
| Admin fee / account holder | $1,157 | $5,469-78.8% | $6,853-83.1% | $5,651-79.5% |