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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 | $84,886 | $112,121-24.3% | $95,960-11.5% | $158,966-46.6% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 27.49% | 171.16%-143.7pp | 91.63%-64.1pp | 302.95%-275.5pp |
| Employer contribution / active EE | $1,125 | $3,199-64.8% | $2,541-55.7% | $4,762-76.4% |
| Participant deferral / active EE | $2,368 | $4,784-50.5% | $4,167-43.2% | $5,983-60.4% |
| Admin fee / account holder | $1,004 | $10,135-90.1% | $6,797-85.2% | $11,250-91.1% |