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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 | $111,017 | $60,119+84.7% | $90,414+22.8% | $79,860+39.0% |
| Participation rate | 79.2% | 65.0%+14.2pp | 72.7%+6.5pp | 69.6%+9.6pp |
| Annual return | 16.74% | 71.94%-55.2pp | 1293.19%-1276.5pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,196 | $2,068-42.2% | $3,262-63.3% | $2,471-51.6% |
| Participant deferral / active EE | $3,178 | $2,938+8.2% | $3,963-19.8% | $3,740-15.0% |
| Admin fee / account holder | $2,589 | $3,976-34.9% | $5,611-53.9% | $5,306-51.2% |