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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 | $91,568 | $106,008-13.6% | $92,240-0.7% | $147,586-38.0% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 25.86% | 50.05%-24.2pp | 176.29%-150.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $1,585 | $4,333-63.4% | $3,680-56.9% | $4,876-67.5% |
| Participant deferral / active EE | $4,675 | $4,478+4.4% | $3,897+20.0% | $5,439-14.0% |
| Admin fee / account holder | $533 | $6,333-91.6% | $5,194-89.7% | $10,886-95.1% |