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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 | $81,004 | $81,208-0.3% | $98,920-18.1% | $79,852+1.4% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 10.93% | 60.99%-50.1pp | 196.47%-185.5pp | 31.72%-20.8pp |
| Employer contribution / active EE | $4,198 | $1,960+114.2% | $2,689+56.1% | $2,471+69.9% |
| Participant deferral / active EE | $5,434 | $3,265+66.4% | $4,245+28.0% | $3,740+45.3% |
| Admin fee / account holder | $414 | $6,013-93.1% | $6,643-93.8% | $5,306-92.2% |