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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 | $101,653 | $98,776+2.9% | $149,745-32.1% | $79,856+27.3% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 55.53% | 27.38%+28.2pp | 276.72%-221.2pp | 31.71%+23.8pp |
| Employer contribution / active EE | $892 | $3,217-72.3% | $4,646-80.8% | $2,471-63.9% |
| Participant deferral / active EE | $2,516 | $5,681-55.7% | $6,843-63.2% | $3,741-32.7% |
| Admin fee / account holder | $12,513 | $6,053+106.7% | $9,312+34.4% | $5,306+135.8% |