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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 | $65,229 | $152,612-57.3% | $125,192-47.9% | $152,897-57.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 22.99% | 54.85%-31.9pp | 43.79%-20.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $4,536 | $4,947-8.3% | $3,866+17.3% | $4,764-4.8% |
| Participant deferral / active EE | $10,086 | $5,868+71.9% | $4,937+104.3% | $5,851+72.4% |
| Admin fee / account holder | $497 | $13,437-96.3% | $9,704-94.9% | $11,599-95.7% |