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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 | $75,695 | $100,911-25.0% | $90,440-16.3% | $158,966-52.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 13.91% | 1726.62%-1712.7pp | 1294.38%-1280.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,760 | $3,690-52.3% | $3,263-46.1% | $4,762-63.0% |
| Participant deferral / active EE | $1,672 | $4,348-61.5% | $3,964-57.8% | $5,983-72.0% |
| Admin fee / account holder | $2,143 | $6,507-67.1% | $5,615-61.8% | $11,250-81.0% |