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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 | $74,540 | $115,810-35.6% | $101,271-26.4% | $158,966-53.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 17.33% | 56.15%-38.8pp | 46.48%-29.1pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,300 | $4,175-44.9% | $3,660-37.2% | $4,762-51.7% |
| Participant deferral / active EE | $4,604 | $4,958-7.1% | $4,371+5.3% | $5,983-23.0% |
| Admin fee / account holder | $793 | $7,248-89.1% | $5,948-86.7% | $11,250-93.0% |