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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 | $83,899 | $100,041-16.1% | $149,718-44.0% | $70,131+19.6% |
| Participation rate | 89.4% | 83.6%+5.8pp | 87.1%+2.3pp | 69.5%+19.9pp |
| Annual return | 22.56% | 27.43%-4.9pp | 1501.70%-1479.1pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,362 | $3,662-35.5% | $5,444-56.6% | $2,342+0.8% |
| Participant deferral / active EE | $4,655 | $4,983-6.6% | $6,568-29.1% | $3,332+39.7% |
| Admin fee / account holder | $8,326 | $8,286+0.5% | $11,283-26.2% | $4,645+79.2% |