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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 | $43,532 | $111,785-61.1% | $93,669-53.5% | $145,877-70.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.70% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,362 | $3,096-23.7% | $2,424-2.5% | $4,663-49.3% |
| Participant deferral / active EE | $5,016 | $4,919+2.0% | $4,416+13.6% | $6,691-25.0% |
| Admin fee / account holder | $402 | $10,256-96.1% | $8,291-95.1% | $13,402-97.0% |