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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 | $87,916 | $102,429-14.2% | $147,096-40.2% | $80,925+8.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 18.60% | 135.02%-116.4pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $3,296 | $3,716-11.3% | $4,936-33.2% | $2,756+19.6% |
| Participant deferral / active EE | $9,213 | $6,649+38.6% | $8,071+14.1% | $4,299+114.3% |
| Admin fee / account holder | $5,441 | $7,957-31.6% | $13,005-58.2% | $6,940-21.6% |