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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 | $87,623 | $105,200-16.7% | $159,474-45.1% | $85,847+2.1% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 19.87% | 45.08%-25.2pp | 263.68%-243.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $1,220 | $3,319-63.3% | $4,831-74.8% | $2,565-52.5% |
| Participant deferral / active EE | $3,795 | $5,946-36.2% | $7,353-48.4% | $3,952-4.0% |
| Admin fee / account holder | $565 | $6,934-91.8% | $10,802-94.8% | $6,261-91.0% |