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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 | $84,990 | $106,005-19.8% | $92,239-7.9% | $147,585-42.4% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 18.36% | 50.05%-31.7pp | 176.29%-157.9pp | 578.58%-560.2pp |
| Employer contribution / active EE | $1,268 | $4,333-70.7% | $3,680-65.5% | $4,876-74.0% |
| Participant deferral / active EE | $2,354 | $4,478-47.4% | $3,897-39.6% | $5,439-56.7% |
| Admin fee / account holder | $386 | $6,333-93.9% | $5,194-92.6% | $10,886-96.5% |