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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 | $84,641 | $99,079-14.6% | $78,002+8.5% | $273,972-69.1% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.5%+3.6pp | 83.0%-3.8pp |
| Annual return | 10.75% | 217.93%-207.2pp | 425.99%-415.2pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,751 | $3,308-16.8% | $2,470+11.4% | $4,869-43.5% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,583 | $8,954-37.6% | $5,481+1.9% | $10,133-44.9% |