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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 | $61,265 | $65,566-6.6% | $86,235-29.0% | $75,177-18.5% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.7pp | 67.2%+25.5pp |
| Annual return | 14.55% | 46.07%-31.5pp | 1170.03%-1155.5pp | 160.75%-146.2pp |
| Employer contribution / active EE | $2,157 | $1,553+38.8% | $2,381-9.4% | $2,671-19.3% |
| Participant deferral / active EE | $1,682 | $3,023-44.4% | $3,987-57.8% | $4,126-59.2% |
| Admin fee / account holder | $859 | $5,470-84.3% | $6,856-87.5% | $5,651-84.8% |