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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 | $73,272 | $102,385-28.4% | $147,080-50.2% | $80,935-9.5% |
| Participation rate | 79.3% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 48.44% | 135.09%-86.7pp | 420.17%-371.7pp | 35.66%+12.8pp |
| Employer contribution / active EE | $4,028 | $3,717+8.4% | $4,933-18.4% | $2,757+46.1% |
| Participant deferral / active EE | $7,388 | $6,651+11.1% | $8,066-8.4% | $4,299+71.8% |
| Admin fee / account holder | $2,304 | $7,951-71.0% | $12,989-82.3% | $6,924-66.7% |