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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 | $65,585 | $105,200-37.7% | $159,474-58.9% | $85,847-23.6% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.8%-9.1pp | 69.3%+4.4pp |
| Annual return | 14.74% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.9pp |
| Employer contribution / active EE | $5,425 | $3,319+63.5% | $4,831+12.3% | $2,565+111.5% |
| Participant deferral / active EE | $4,595 | $5,946-22.7% | $7,353-37.5% | $3,952+16.3% |
| Admin fee / account holder | $754 | $6,934-89.1% | $10,802-93.0% | $6,261-88.0% |