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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 | $82,178 | $112,121-26.7% | $95,960-14.4% | $158,966-48.3% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 14.97% | 171.16%-156.2pp | 91.63%-76.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,840 | $3,199-42.5% | $2,541-27.6% | $4,762-61.4% |
| Participant deferral / active EE | $2,293 | $4,784-52.1% | $4,167-45.0% | $5,983-61.7% |
| Admin fee / account holder | $6,164 | $10,135-39.2% | $6,797-9.3% | $11,250-45.2% |