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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 | $89,155 | $101,653-12.3% | $147,080-39.4% | $74,459+19.7% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.2%-3.3pp | 67.2%+11.6pp |
| Annual return | 15.32% | 8754.98%-8739.7pp | 420.17%-404.8pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,876 | $3,813-24.6% | $4,933-41.7% | $2,626+9.5% |
| Participant deferral / active EE | $7,481 | $7,304+2.4% | $8,066-7.3% | $4,350+72.0% |
| Admin fee / account holder | $1,183 | $1,752-32.5% | $12,989-90.9% | $1,945-39.2% |