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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 | $118,608 | $61,787+92.0% | $97,197+22.0% | $80,925+46.6% |
| Participation rate | 87.9% | 63.5%+24.4pp | 72.7%+15.2pp | 67.7%+20.2pp |
| Annual return | 22.05% | -558.16%+580.2pp | 75.47%-53.4pp | 35.65%-13.6pp |
| Employer contribution / active EE | $1,404 | $1,836-23.6% | $2,723-48.4% | $2,756-49.1% |
| Participant deferral / active EE | $1,750 | $3,027-42.2% | $4,263-59.0% | $4,299-59.3% |
| Admin fee / account holder | $629 | $5,170-87.8% | $5,637-88.8% | $6,940-90.9% |