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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 | $93,820 | $100,911-7.0% | $90,440+3.7% | $158,966-41.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 16.97% | 1726.62%-1709.6pp | 1294.38%-1277.4pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,345 | $3,690-36.5% | $3,263-28.1% | $4,762-50.8% |
| Participant deferral / active EE | $4,655 | $4,348+7.0% | $3,964+17.4% | $5,983-22.2% |
| Admin fee / account holder | $5,221 | $6,507-19.8% | $5,615-7.0% | $11,250-53.6% |