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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 | $86,820 | $105,210-17.5% | $159,487-45.6% | $85,851+1.1% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 13.79% | 45.08%-31.3pp | 263.71%-249.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $2,297 | $3,319-30.8% | $4,831-52.4% | $2,565-10.4% |
| Participant deferral / active EE | $4,890 | $5,946-17.8% | $7,354-33.5% | $3,952+23.7% |
| Admin fee / account holder | $690 | $6,934-90.1% | $10,804-93.6% | $6,261-89.0% |