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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 | $35,216 | $69,118-49.0% | $53,647-34.4% | $138,895-74.6% |
| Participation rate | 76.9% | 64.0%+12.9pp | 56.3%+20.6pp | 79.9%-3.0pp |
| Annual return | 69.31% | 248.26%-179.0pp | 358.33%-289.0pp | 145.39%-76.1pp |
| Employer contribution / active EE | $1,540 | $1,189+29.4% | $962+60.1% | $4,194-63.3% |
| Participant deferral / active EE | $2,011 | $2,274-11.6% | $1,813+10.9% | $6,396-68.6% |
| Admin fee / account holder | $953 | $2,724-65.0% | $2,460-61.3% | $12,562-92.4% |