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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 | $84,781 | $115,810-26.8% | $101,271-16.3% | $158,966-46.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.06% | 56.15%-37.1pp | 46.48%-27.4pp | 302.95%-283.9pp |
| Employer contribution / active EE | $4,916 | $4,175+17.7% | $3,660+34.3% | $4,762+3.2% |
| Participant deferral / active EE | $2,900 | $4,958-41.5% | $4,371-33.6% | $5,983-51.5% |
| Admin fee / account holder | $1,278 | $7,248-82.4% | $5,948-78.5% | $11,250-88.6% |