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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 | $111,787-27.3% | $93,681-13.2% | $145,978-44.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 42.75% | 203.52%-160.8pp | 133.47%-90.7pp | 550.52%-507.8pp |
| Employer contribution / active EE | $1,949 | $3,093-37.0% | $2,422-19.5% | $4,662-58.2% |
| Participant deferral / active EE | $7,840 | $4,918+59.4% | $4,415+77.6% | $6,690+17.2% |
| Admin fee / account holder | $4,132 | $10,256-59.7% | $8,290-50.2% | $13,400-69.2% |