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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 | $88,116 | $96,388-8.6% | $80,627+9.3% | $139,466-36.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 19.74% | 1352.08%-1332.3pp | 936.76%-917.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,476 | $3,260-24.0% | $2,723-9.1% | $4,754-47.9% |
| Participant deferral / active EE | $7,504 | $5,224+43.6% | $4,443+68.9% | $6,712+11.8% |
| Admin fee / account holder | $1,004 | $6,603-84.8% | $5,381-81.3% | $11,409-91.2% |