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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 | $111,785-20.1% | $93,669-4.7% | $145,877-38.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 23.82% | 203.79%-180.0pp | 133.59%-109.8pp | 551.28%-527.5pp |
| Employer contribution / active EE | $1,923 | $3,096-37.9% | $2,424-20.6% | $4,663-58.8% |
| Participant deferral / active EE | $6,991 | $4,919+42.1% | $4,416+58.3% | $6,691+4.5% |
| Admin fee / account holder | $399 | $10,256-96.1% | $8,291-95.2% | $13,402-97.0% |