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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 | $90,518 | $183,539-50.7% | $155,556-41.8% | $145,897-38.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.74% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,551 | $5,315-33.2% | $4,675-24.1% | $4,663-23.8% |
| Participant deferral / active EE | $6,244 | $6,467-3.4% | $5,631+10.9% | $6,689-6.7% |
| Admin fee / account holder | $3,490 | $19,275-81.9% | $15,885-78.0% | $13,390-73.9% |