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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 | $76,213 | $57,330+32.9% | $86,656-12.1% | $75,177+1.4% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 17.51% | 2675.40%-2657.9pp | 593.09%-575.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,003 | $2,316-13.5% | $3,025-33.8% | $2,671-25.0% |
| Participant deferral / active EE | $4,135 | $3,320+24.5% | $4,439-6.9% | $4,126+0.2% |
| Admin fee / account holder | $836 | $4,115-79.7% | $5,619-85.1% | $5,651-85.2% |