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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 | $89,307 | $111,814-20.1% | $93,654-4.6% | $145,959-38.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 23.82% | 203.30%-179.5pp | 133.34%-109.5pp | 561.95%-538.1pp |
| Employer contribution / active EE | $1,923 | $3,092-37.8% | $2,421-20.6% | $4,661-58.7% |
| Participant deferral / active EE | $6,991 | $4,914+42.2% | $4,413+58.4% | $6,689+4.5% |
| Admin fee / account holder | $399 | $10,246-96.1% | $8,282-95.2% | $13,398-97.0% |