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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 | $79,391 | $110,039-27.9% | $97,260-18.4% | $145,884-45.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.17% | 244.44%-229.3pp | 75.54%-60.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,203 | $3,074-28.3% | $2,721-19.0% | $4,662-52.7% |
| Participant deferral / active EE | $4,188 | $4,674-10.4% | $4,262-1.7% | $6,690-37.4% |
| Admin fee / account holder | $1,043 | $6,204-83.2% | $5,640-81.5% | $13,392-92.2% |