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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 | $84,685 | $105,198-19.5% | $159,455-46.9% | $85,856-1.4% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 18.73% | 45.08%-26.3pp | 263.63%-244.9pp | 318.58%-299.8pp |
| Employer contribution / active EE | $3,331 | $3,319+0.4% | $4,830-31.0% | $2,565+29.9% |
| Participant deferral / active EE | $8,450 | $5,946+42.1% | $7,353+14.9% | $3,952+113.8% |
| Admin fee / account holder | $3,198 | $6,934-53.9% | $10,800-70.4% | $6,261-48.9% |