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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 | $57,454 | $59,448-3.4% | $93,696-38.7% | $74,459-22.8% |
| Participation rate | 70.5% | 59.6%+10.8pp | 68.7%+1.7pp | 67.2%+3.2pp |
| Annual return | 16.76% | 82.11%-65.4pp | 133.74%-117.0pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $1,492 | $1,266+17.8% | $2,422-38.4% | $2,626-43.2% |
| Participant deferral / active EE | $3,469 | $3,052+13.7% | $4,417-21.4% | $4,350-20.2% |
| Admin fee / account holder | $2,480 | $3,027-18.1% | $8,287-70.1% | $1,945+27.5% |