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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 | $68,079 | $105,200-35.3% | $159,474-57.3% | $85,847-20.7% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 16.49% | 45.08%-28.6pp | 263.68%-247.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $1,979 | $3,319-40.4% | $4,831-59.0% | $2,565-22.8% |
| Participant deferral / active EE | $3,704 | $5,946-37.7% | $7,353-49.6% | $3,952-6.3% |
| Admin fee / account holder | $624 | $6,934-91.0% | $10,802-94.2% | $6,261-90.0% |