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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 | $67,307 | $63,346+6.3% | $92,240-27.0% | $70,126-4.0% |
| Participation rate | 71.0% | 68.7%+2.3pp | 76.5%-5.5pp | 69.5%+1.4pp |
| Annual return | 18.18% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,425 | $2,471-42.4% | $3,680-61.3% | $2,343-39.2% |
| Participant deferral / active EE | $3,807 | $2,854+33.4% | $3,897-2.3% | $3,332+14.2% |
| Admin fee / account holder | $455 | $3,841-88.1% | $5,194-91.2% | $4,645-90.2% |