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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 | $75,797 | $99,921-24.1% | $85,009-10.8% | $145,959-48.1% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 10.22% | 83.89%-73.7pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,522 | $3,233+8.9% | $2,728+29.1% | $4,661-24.4% |
| Participant deferral / active EE | $7,639 | $5,293+44.3% | $4,522+68.9% | $6,689+14.2% |
| Admin fee / account holder | $596 | $7,252-91.8% | $6,153-90.3% | $13,398-95.5% |