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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 | $95,400 | $112,933-15.5% | $90,970+4.9% | $158,982-40.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 32.98% | 215.82%-182.8pp | 134.60%-101.6pp | 302.99%-270.0pp |
| Employer contribution / active EE | $920 | $2,893-68.2% | $2,122-56.7% | $4,763-80.7% |
| Participant deferral / active EE | $3,570 | $4,128-13.5% | $3,373+5.9% | $5,983-40.3% |
| Admin fee / account holder | $518 | $8,047-93.6% | $5,961-91.3% | $11,252-95.4% |