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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 | $74,331 | $105,210-29.3% | $159,487-53.4% | $85,851-13.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 26.10% | 45.08%-19.0pp | 263.71%-237.6pp | 318.63%-292.5pp |
| Employer contribution / active EE | $2,405 | $3,319-27.5% | $4,831-50.2% | $2,565-6.2% |
| Participant deferral / active EE | $4,187 | $5,946-29.6% | $7,354-43.1% | $3,952+5.9% |
| Admin fee / account holder | $1,896 | $6,934-72.7% | $10,804-82.5% | $6,261-69.7% |