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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 | $100,203-24.4% | $85,240-11.1% | $145,897-48.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 10.22% | 84.28%-74.1pp | 66.75%-56.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,522 | $3,242+8.6% | $2,735+28.8% | $4,663-24.5% |
| Participant deferral / active EE | $7,639 | $5,299+44.2% | $4,527+68.7% | $6,689+14.2% |
| Admin fee / account holder | $596 | $7,265-91.8% | $6,165-90.3% | $13,390-95.5% |