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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 | $50,576 | $129,737-61.0% | $119,126-57.5% | $154,746-67.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 21.31% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,540 | $4,375-64.8% | $4,034-61.8% | $4,379-64.8% |
| Participant deferral / active EE | $3,601 | $5,842-38.4% | $5,318-32.3% | $6,730-46.5% |
| Admin fee / account holder | $361 | $11,961-97.0% | $10,693-96.6% | $14,365-97.5% |