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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 | $103,658 | $115,814-10.5% | $101,275+2.4% | $158,982-34.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 10.50% | 56.16%-45.7pp | 46.48%-36.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,298 | $4,176-68.9% | $3,660-64.5% | $4,763-72.7% |
| Participant deferral / active EE | $2,575 | $4,958-48.1% | $4,371-41.1% | $5,983-57.0% |
| Admin fee / account holder | $367 | $7,249-94.9% | $5,948-93.8% | $11,252-96.7% |