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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 | $76,675 | $150,346-49.0% | $120,524-36.4% | $145,877-47.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 14.29% | 154.40%-140.1pp | 107.36%-93.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,760 | $4,353-13.6% | $3,469+8.4% | $4,663-19.4% |
| Participant deferral / active EE | $14,251 | $6,172+130.9% | $4,994+185.4% | $6,691+113.0% |
| Admin fee / account holder | $526 | $12,215-95.7% | $9,440-94.4% | $13,402-96.1% |