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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 | $55,786 | $111,830-50.1% | $93,696-40.5% | $145,884-61.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 29.27% | 204.08%-174.8pp | 133.74%-104.5pp | 551.85%-522.6pp |
| Employer contribution / active EE | $1,562 | $3,093-49.5% | $2,422-35.5% | $4,662-66.5% |
| Participant deferral / active EE | $3,125 | $4,920-36.5% | $4,417-29.3% | $6,690-53.3% |
| Admin fee / account holder | $600 | $10,249-94.2% | $8,287-92.8% | $13,392-95.5% |