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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 | $96,885 | $105,210-7.9% | $159,487-39.3% | $85,851+12.9% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 16.27% | 45.08%-28.8pp | 263.71%-247.4pp | 318.63%-302.4pp |
| Employer contribution / active EE | $1,077 | $3,319-67.6% | $4,831-77.7% | $2,565-58.0% |
| Participant deferral / active EE | $6,114 | $5,946+2.8% | $7,354-16.9% | $3,952+54.7% |
| Admin fee / account holder | $666 | $6,934-90.4% | $10,804-93.8% | $6,261-89.4% |