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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 | $82,417 | $106,008-22.3% | $92,240-10.6% | $147,586-44.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 53.31% | 50.05%+3.3pp | 176.29%-123.0pp | 578.59%-525.3pp |
| Employer contribution / active EE | $1,616 | $4,333-62.7% | $3,680-56.1% | $4,876-66.9% |
| Participant deferral / active EE | $4,272 | $4,478-4.6% | $3,897+9.6% | $5,439-21.5% |
| Admin fee / account holder | $27,728 | $6,333+337.8% | $5,194+433.8% | $10,886+154.7% |