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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 | $84,896 | $104,937-19.1% | $84,628+0.3% | $152,897-44.5% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 53.82% | 373.88%-320.1pp | 258.80%-205.0pp | 345.43%-291.6pp |
| Employer contribution / active EE | $1,952 | $3,303-40.9% | $2,653-26.4% | $4,764-59.0% |
| Participant deferral / active EE | $4,531 | $4,690-3.4% | $3,900+16.2% | $5,851-22.6% |
| Admin fee / account holder | $737 | $6,243-88.2% | $4,914-85.0% | $11,599-93.6% |