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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 | $67,823-48.1% | $52,425-32.8% | $137,256-74.3% |
| Participation rate | 76.9% | 63.9%+13.0pp | 55.6%+21.3pp | 80.0%-3.0pp |
| Annual return | 69.31% | 219.11%-149.8pp | 302.12%-232.8pp | 220.34%-151.0pp |
| Employer contribution / active EE | $1,540 | $1,163+32.4% | $914+68.4% | $4,156-63.0% |
| Participant deferral / active EE | $2,011 | $2,288-12.1% | $1,790+12.3% | $6,407-68.6% |
| Admin fee / account holder | $953 | $2,844-66.5% | $2,495-61.8% | $12,270-92.2% |