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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 | $90,919 | $100,041-9.1% | $149,718-39.3% | $70,131+29.6% |
| Participation rate | 79.2% | 83.6%-4.4pp | 87.1%-7.9pp | 69.5%+9.6pp |
| Annual return | 13.10% | 27.43%-14.3pp | 1501.67%-1488.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,525 | $3,662-31.1% | $5,445-53.6% | $2,342+7.8% |
| Participant deferral / active EE | $3,777 | $4,983-24.2% | $6,569-42.5% | $3,332+13.4% |
| Admin fee / account holder | $956 | $8,286-88.5% | $11,283-91.5% | $4,645-79.4% |