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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 | $89,006 | $183,592-51.5% | $155,567-42.8% | $145,959-39.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 15.95% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,088 | $5,315-60.7% | $4,674-55.3% | $4,661-55.2% |
| Participant deferral / active EE | $4,405 | $6,464-31.8% | $5,628-21.7% | $6,689-34.1% |
| Admin fee / account holder | $1,616 | $19,318-91.6% | $15,916-89.8% | $13,398-87.9% |