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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 | $83,004 | $90,614-8.4% | $76,089+9.1% | $145,877-43.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 12.57% | 623.80%-611.2pp | 360.94%-348.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,078 | $3,324-37.5% | $2,690-22.8% | $4,663-55.4% |
| Participant deferral / active EE | $4,943 | $5,168-4.3% | $4,259+16.1% | $6,691-26.1% |
| Admin fee / account holder | $997 | $8,376-88.1% | $6,418-84.5% | $13,402-92.6% |