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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 | $99,921-0.7% | $85,009+16.7% | $145,959-32.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.51% | 83.89%-73.4pp | 66.47%-56.0pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,706 | $3,233-16.3% | $2,728-0.8% | $4,661-41.9% |
| Participant deferral / active EE | $1,121 | $5,293-78.8% | $4,522-75.2% | $6,689-83.2% |
| Admin fee / account holder | $32,242 | $7,252+344.6% | $6,153+424.0% | $13,398+140.6% |