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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 | $28,304 | $111,535-74.6% | $105,223-73.1% | $137,256-79.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 57.45% | 237.85%-180.4pp | 180.65%-123.2pp | 220.34%-162.9pp |
| Employer contribution / active EE | $1,392 | $3,939-64.7% | $3,689-62.3% | $4,156-66.5% |
| Participant deferral / active EE | $3,431 | $5,500-37.6% | $5,072-32.4% | $6,407-46.5% |
| Admin fee / account holder | $3,914 | $9,721-59.7% | $8,859-55.8% | $12,270-68.1% |