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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 | $79,161 | $112,933-29.9% | $90,970-13.0% | $158,982-50.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 22.49% | 215.82%-193.3pp | 134.60%-112.1pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,810 | $2,893-37.5% | $2,122-14.7% | $4,763-62.0% |
| Participant deferral / active EE | $5,049 | $4,128+22.3% | $3,373+49.7% | $5,983-15.6% |
| Admin fee / account holder | $302 | $8,047-96.2% | $5,961-94.9% | $11,252-97.3% |