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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 | $84,299 | $111,830-24.6% | $93,696-10.0% | $145,884-42.2% |
| Participation rate | 79.2% | 74.2%+4.9pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 29.24% | 204.08%-174.8pp | 133.74%-104.5pp | 551.85%-522.6pp |
| Employer contribution / active EE | $1,224 | $3,093-60.4% | $2,422-49.4% | $4,662-73.7% |
| Participant deferral / active EE | $7,551 | $4,920+53.5% | $4,417+71.0% | $6,690+12.9% |
| Admin fee / account holder | $1,154 | $10,249-88.7% | $8,287-86.1% | $13,392-91.4% |