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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 | $98,797 | $150,412-34.3% | $120,574-18.1% | $145,884-32.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 32.93% | 154.50%-121.6pp | 107.42%-74.5pp | 551.85%-518.9pp |
| Employer contribution / active EE | $3,000 | $4,355-31.1% | $3,471-13.6% | $4,662-35.7% |
| Participant deferral / active EE | $6,200 | $6,175+0.4% | $4,996+24.1% | $6,690-7.3% |
| Admin fee / account holder | $584 | $12,224-95.2% | $9,445-93.8% | $13,392-95.6% |