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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 | $88,765 | $100,060-11.3% | $149,721-40.7% | $70,126+26.6% |
| Participation rate | 80.2% | 83.6%-3.3pp | 87.1%-6.8pp | 69.5%+10.7pp |
| Annual return | 21.14% | 27.46%-6.3pp | 1501.67%-1480.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $2,271 | $3,661-38.0% | $5,444-58.3% | $2,343-3.1% |
| Participant deferral / active EE | $3,768 | $4,982-24.4% | $6,568-42.6% | $3,332+13.1% |
| Admin fee / account holder | $5,207 | $8,285-37.1% | $11,282-53.8% | $4,645+12.1% |