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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 | $60,505 | $63,346-4.5% | $92,240-34.4% | $70,126-13.7% |
| Participation rate | 83.8% | 68.7%+15.1pp | 76.5%+7.3pp | 69.5%+14.2pp |
| Annual return | 12.44% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,674 | $2,471-32.3% | $3,680-54.5% | $2,343-28.6% |
| Participant deferral / active EE | $2,654 | $2,854-7.0% | $3,897-31.9% | $3,332-20.4% |
| Admin fee / account holder | $6,376 | $3,841+66.0% | $5,194+22.8% | $4,645+37.2% |