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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 | $65,898 | $60,139+9.6% | $90,461-27.2% | $79,856-17.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 17.74% | 71.96%-54.2pp | 1294.76%-1277.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,931 | $2,939-0.3% | $3,964-26.1% | $3,741-21.6% |
| Admin fee / account holder | $4,178 | $3,978+5.0% | $5,617-25.6% | $5,306-21.3% |