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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 | $72,624 | $63,346+14.6% | $92,239-21.3% | $70,124+3.6% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 14.75% | 530.19%-515.4pp | 176.29%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,405 | $2,471-2.7% | $3,680-34.6% | $2,342+2.7% |
| Participant deferral / active EE | $2,486 | $2,854-12.9% | $3,897-36.2% | $3,332-25.4% |
| Admin fee / account holder | $6,274 | $3,841+63.3% | $5,194+20.8% | $4,645+35.1% |