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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 | $87,785 | $115,810-24.2% | $101,271-13.3% | $158,966-44.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.78% | 56.15%-40.4pp | 46.48%-30.7pp | 302.95%-287.2pp |
| Employer contribution / active EE | $8,378 | $4,175+100.6% | $3,660+128.9% | $4,762+75.9% |
| Participant deferral / active EE | $6,393 | $4,958+28.9% | $4,371+46.3% | $5,983+6.8% |
| Admin fee / account holder | $5,323 | $7,248-26.6% | $5,948-10.5% | $11,250-52.7% |