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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 | $57,719 | $65,555-12.0% | $86,216-33.1% | $75,173-23.2% |
| Participation rate | 83.8% | 60.5%+23.3pp | 69.0%+14.8pp | 67.2%+16.6pp |
| Annual return | 20.26% | 46.07%-25.8pp | 1169.42%-1149.2pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,808 | $1,553+16.4% | $2,382-24.1% | $2,671-32.3% |
| Participant deferral / active EE | $3,897 | $3,023+28.9% | $3,986-2.2% | $4,126-5.6% |
| Admin fee / account holder | $2,504 | $5,469-54.2% | $6,853-63.5% | $5,651-55.7% |