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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 | $79,531 | $118,708-33.0% | $98,920-19.6% | $158,966-50.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 25.94% | 372.49%-346.5pp | 196.47%-170.5pp | 302.95%-277.0pp |
| Employer contribution / active EE | $1,693 | $3,334-49.2% | $2,689-37.0% | $4,762-64.4% |
| Participant deferral / active EE | $5,697 | $5,089+11.9% | $4,245+34.2% | $5,983-4.8% |
| Admin fee / account holder | $611 | $10,134-94.0% | $6,643-90.8% | $11,250-94.6% |