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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 | $88,713 | $115,796-23.4% | $101,264-12.4% | $158,950-44.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.92% | 56.15%-40.2pp | 46.48%-30.6pp | 302.91%-287.0pp |
| Employer contribution / active EE | $10,362 | $4,175+148.2% | $3,660+183.1% | $4,762+117.6% |
| Participant deferral / active EE | $6,825 | $4,958+37.7% | $4,370+56.2% | $5,983+14.1% |
| Admin fee / account holder | $807 | $7,247-88.9% | $5,947-86.4% | $11,248-92.8% |