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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 | $81,492 | $111,830-27.1% | $93,696-13.0% | $145,884-44.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 48.85% | 204.08%-155.2pp | 133.74%-84.9pp | 551.85%-503.0pp |
| Employer contribution / active EE | $1,026 | $3,093-66.8% | $2,422-57.7% | $4,662-78.0% |
| Participant deferral / active EE | $10,079 | $4,920+104.9% | $4,417+128.2% | $6,690+50.7% |
| Admin fee / account holder | $4,028 | $10,249-60.7% | $8,287-51.4% | $13,392-69.9% |