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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 | $111,785-25.6% | $93,669-11.2% | $145,877-43.0% |
| Participation rate | 76.5% | 74.2%+2.2pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 12.77% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,389 | $3,096-22.8% | $2,424-1.4% | $4,663-48.8% |
| Participant deferral / active EE | $5,553 | $4,919+12.9% | $4,416+25.8% | $6,691-17.0% |
| Admin fee / account holder | $35,425 | $10,256+245.4% | $8,291+327.3% | $13,402+164.3% |