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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 | $77,207 | $73,518+5.0% | $63,005+22.5% | $147,585-47.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 12.66% | 175.46%-162.8pp | 87.59%-74.9pp | 578.58%-565.9pp |
| Employer contribution / active EE | $2,507 | $3,322-24.5% | $2,760-9.2% | $4,876-48.6% |
| Participant deferral / active EE | $1,254 | $4,183-70.0% | $3,329-62.3% | $5,439-77.0% |
| Admin fee / account holder | $4,834 | $5,952-18.8% | $3,599+34.3% | $10,886-55.6% |