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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 | $99,184 | $100,073-0.9% | $85,126+16.5% | $145,877-32.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.51% | 84.11%-73.6pp | 66.63%-56.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,706 | $3,236-16.4% | $2,731-0.9% | $4,663-42.0% |
| Participant deferral / active EE | $1,121 | $5,294-78.8% | $4,523-75.2% | $6,691-83.3% |
| Admin fee / account holder | $32,242 | $7,261+344.0% | $6,160+423.4% | $13,402+140.6% |