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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 | $84,075 | $103,008-18.4% | $90,304-6.9% | $152,897-45.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 21.83% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,567 | $3,139-18.2% | $2,855-10.1% | $4,764-46.1% |
| Participant deferral / active EE | $7,158 | $4,281+67.2% | $3,885+84.2% | $5,851+22.3% |
| Admin fee / account holder | $891 | $6,175-85.6% | $5,354-83.3% | $11,599-92.3% |