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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 | $84,885 | $99,652-14.8% | $78,778+7.8% | $147,586-42.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 7.66% | 47.28%-39.6pp | 35.62%-28.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $1,204 | $2,796-56.9% | $1,986-39.4% | $4,876-75.3% |
| Participant deferral / active EE | $5,144 | $3,664+40.4% | $2,958+73.9% | $5,439-5.4% |
| Admin fee / account holder | $3,452 | $7,155-51.8% | $5,134-32.8% | $10,886-68.3% |