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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 | $87,813 | $105,210-16.5% | $159,487-44.9% | $85,851+2.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 15.21% | 45.08%-29.9pp | 263.71%-248.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $3,084 | $3,319-7.1% | $4,831-36.2% | $2,565+20.2% |
| Participant deferral / active EE | $6,543 | $5,946+10.0% | $7,354-11.0% | $3,952+65.5% |
| Admin fee / account holder | $1,373 | $6,934-80.2% | $10,804-87.3% | $6,261-78.1% |