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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 | $72,135 | $111,830-35.5% | $93,696-23.0% | $145,884-50.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.81% | 204.08%-187.3pp | 133.74%-116.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,004 | $3,093-35.2% | $2,422-17.3% | $4,662-57.0% |
| Participant deferral / active EE | $5,549 | $4,920+12.8% | $4,417+25.6% | $6,690-17.0% |
| Admin fee / account holder | $982 | $10,249-90.4% | $8,287-88.1% | $13,392-92.7% |