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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 | $82,832 | $115,814-28.5% | $101,275-18.2% | $158,982-47.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.63% | 56.16%-42.5pp | 46.48%-32.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,386 | $4,176-18.9% | $3,660-7.5% | $4,763-28.9% |
| Participant deferral / active EE | $5,397 | $4,958+8.8% | $4,371+23.5% | $5,983-9.8% |
| Admin fee / account holder | $424 | $7,249-94.2% | $5,948-92.9% | $11,252-96.2% |