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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 | $86,466 | $105,200-17.8% | $159,474-45.8% | $85,847+0.7% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 16.68% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $2,931 | $3,319-11.7% | $4,831-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $3,500 | $5,946-41.1% | $7,353-52.4% | $3,952-11.4% |
| Admin fee / account holder | $698 | $6,934-89.9% | $10,802-93.5% | $6,261-88.9% |