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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 | $49,497 | $49,199+0.6% | $121,210-59.2% | $75,177-34.2% |
| Participation rate | 71.2% | 55.4%+15.7pp | 69.5%+1.6pp | 67.2%+3.9pp |
| Annual return | 20.81% | 56.04%-35.2pp | 987.41%-966.6pp | 160.75%-139.9pp |
| Employer contribution / active EE | $1,960 | $1,547+26.7% | $4,171-53.0% | $2,671-26.6% |
| Participant deferral / active EE | $4,425 | $2,630+68.3% | $4,084+8.4% | $4,126+7.2% |
| Admin fee / account holder | $439 | $3,946-88.9% | $5,647-92.2% | $5,651-92.2% |