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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 | $96,306 | $102,382-5.9% | $147,005-34.5% | $80,874+19.1% |
| Participation rate | 91.5% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 14.64% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,757 | $3,715-52.7% | $4,934-64.4% | $2,756-36.2% |
| Participant deferral / active EE | $5,755 | $6,646-13.4% | $8,070-28.7% | $4,297+33.9% |
| Admin fee / account holder | $1,135 | $7,942-85.7% | $13,006-91.3% | $6,935-83.6% |