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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 | $60,613 | $140,578-56.9% | $100,671-39.8% | $125,388-51.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | 91.96% | 24.67%+67.3pp | 20.43%+71.5pp | 282.24%-190.3pp |
| Employer contribution / active EE | $4,725 | $5,965-20.8% | $4,012+17.8% | $4,866-2.9% |
| Participant deferral / active EE | $9,884 | $3,981+148.2% | $3,144+214.4% | $5,352+84.7% |
| Admin fee / account holder | $329 | $6,716-95.1% | $4,850-93.2% | $9,541-96.6% |