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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 | $76,234 | $81,664-6.6% | $70,476+8.2% | $158,966-52.0% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.2pp | 82.0%+10.3pp |
| Annual return | 21.17% | 208.59%-187.4pp | 109.12%-87.9pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,056 | $3,219-67.2% | $2,738-61.4% | $4,762-77.8% |
| Participant deferral / active EE | $2,887 | $4,556-36.6% | $3,710-22.2% | $5,983-51.7% |
| Admin fee / account holder | $4,109 | $6,197-33.7% | $3,847+6.8% | $11,250-63.5% |