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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 | $84,516 | $80,812+4.6% | $160,784-47.4% | $82,448+2.5% |
| Participation rate | 84.0% | 66.2%+17.8pp | 77.0%+7.0pp | 68.1%+15.9pp |
| Annual return | 17.61% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,353 | $2,174+54.2% | $3,733-10.2% | $2,551+31.4% |
| Participant deferral / active EE | $6,294 | $4,335+45.2% | $6,2930% | $4,139+52.1% |
| Admin fee / account holder | $2,122 | $7,695-72.4% | $9,717-78.2% | $7,234-70.7% |