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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 | $100,455 | $105,200-4.5% | $159,474-37.0% | $85,847+17.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 14.15% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,228 | $3,319-63.0% | $4,831-74.6% | $2,565-52.1% |
| Participant deferral / active EE | $3,248 | $5,946-45.4% | $7,353-55.8% | $3,952-17.8% |
| Admin fee / account holder | $3,635 | $6,934-47.6% | $10,802-66.4% | $6,261-41.9% |