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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 | $82,326 | $111,878-26.4% | $93,727-12.2% | $145,897-43.6% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.5pp |
| Annual return | 9.42% | 204.28%-194.9pp | 133.83%-124.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,962 | $3,092-36.5% | $2,421-19.0% | $4,663-57.9% |
| Participant deferral / active EE | $5,265 | $4,920+7.0% | $4,417+19.2% | $6,689-21.3% |
| Admin fee / account holder | $659 | $10,256-93.6% | $8,292-92.0% | $13,390-95.1% |