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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 | $73,819 | $111,785-34.0% | $93,669-21.2% | $145,877-49.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 16.27% | 203.79%-187.5pp | 133.59%-117.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,557 | $3,096+47.2% | $2,424+88.0% | $4,663-2.3% |
| Participant deferral / active EE | $4,432 | $4,919-9.9% | $4,416+0.4% | $6,691-33.8% |
| Admin fee / account holder | $2,402 | $10,256-76.6% | $8,291-71.0% | $13,402-82.1% |