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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 | $81,283 | $111,878-27.3% | $93,727-13.3% | $145,897-44.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 42.75% | 204.28%-161.5pp | 133.83%-91.1pp | 552.29%-509.5pp |
| Employer contribution / active EE | $1,949 | $3,092-37.0% | $2,421-19.5% | $4,663-58.2% |
| Participant deferral / active EE | $7,840 | $4,920+59.3% | $4,417+77.5% | $6,689+17.2% |
| Admin fee / account holder | $4,132 | $10,256-59.7% | $8,292-50.2% | $13,390-69.1% |