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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 | $76,630 | $103,038-25.6% | $90,324-15.2% | $152,909-49.9% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.5%-6.0pp |
| Annual return | 18.41% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,111 | $3,141-64.6% | $2,856-61.1% | $4,764-76.7% |
| Participant deferral / active EE | $1,681 | $4,282-60.7% | $3,885-56.7% | $5,851-71.3% |
| Admin fee / account holder | $4,438 | $6,177-28.2% | $5,356-17.1% | $11,601-61.7% |