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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 | $60,483 | $111,830-45.9% | $93,696-35.4% | $145,884-58.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.45% | 204.08%-193.6pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,920 | $3,093-37.9% | $2,422-20.7% | $4,662-58.8% |
| Participant deferral / active EE | $9,800 | $4,920+99.2% | $4,417+121.9% | $6,690+46.5% |
| Admin fee / account holder | $437 | $10,249-95.7% | $8,287-94.7% | $13,392-96.7% |