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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 | $65,724 | $111,878-41.3% | $93,727-29.9% | $145,897-55.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.87% | 204.28%-189.4pp | 133.83%-119.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,381 | $3,092-55.3% | $2,421-43.0% | $4,663-70.4% |
| Participant deferral / active EE | $3,999 | $4,920-18.7% | $4,417-9.5% | $6,689-40.2% |
| Admin fee / account holder | $1,523 | $10,256-85.1% | $8,292-81.6% | $13,390-88.6% |