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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 | $84,175 | $65,555+28.4% | $86,216-2.4% | $75,173+12.0% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 18.67% | 46.07%-27.4pp | 1169.42%-1150.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,792 | $1,553+15.4% | $2,382-24.8% | $2,671-32.9% |
| Participant deferral / active EE | $5,676 | $3,023+87.7% | $3,986+42.4% | $4,126+37.6% |
| Admin fee / account holder | $3,260 | $5,469-40.4% | $6,853-52.4% | $5,651-42.3% |