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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 | $63,424 | $65,566-3.3% | $86,235-26.5% | $75,177-15.6% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.6pp | 67.2%+9.3pp |
| Annual return | 15.18% | 46.07%-30.9pp | 1170.03%-1154.9pp | 160.75%-145.6pp |
| Employer contribution / active EE | $991 | $1,553-36.2% | $2,381-58.4% | $2,671-62.9% |
| Participant deferral / active EE | $3,157 | $3,023+4.4% | $3,987-20.8% | $4,126-23.5% |
| Admin fee / account holder | $5,049 | $5,470-7.7% | $6,856-26.4% | $5,651-10.7% |