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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 | $89,984 | $102,385-12.1% | $147,080-38.8% | $80,935+11.2% |
| Participation rate | 70.3% | 75.9%-5.6pp | 82.2%-11.9pp | 67.7%+2.6pp |
| Annual return | 15.40% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $3,284 | $3,717-11.6% | $4,933-33.4% | $2,757+19.1% |
| Participant deferral / active EE | $8,170 | $6,651+22.8% | $8,066+1.3% | $4,299+90.0% |
| Admin fee / account holder | $1,405 | $7,951-82.3% | $12,989-89.2% | $6,924-79.7% |