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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 | $83,137 | $111,878-25.7% | $93,727-11.3% | $145,897-43.0% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.8pp | 80.3%-3.8pp |
| Annual return | 12.77% | 204.28%-191.5pp | 133.83%-121.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,389 | $3,092-22.7% | $2,421-1.3% | $4,663-48.8% |
| Participant deferral / active EE | $5,553 | $4,920+12.9% | $4,417+25.7% | $6,689-17.0% |
| Admin fee / account holder | $35,425 | $10,256+245.4% | $8,292+327.2% | $13,390+164.6% |