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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 | $69,975 | $110,551-36.7% | $80,741-13.3% | $167,536-58.2% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 23.44% | 120.57%-97.1pp | 87.30%-63.9pp | 478.82%-455.4pp |
| Employer contribution / active EE | $1,671 | $1,543+8.3% | $1,160+44.0% | $4,839-65.5% |
| Participant deferral / active EE | $8,758 | $2,870+205.1% | $2,145+308.2% | $6,342+38.1% |
| Admin fee / account holder | $999 | $4,547-78.0% | $3,380-70.5% | $12,315-91.9% |