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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 | $98,692 | $105,200-6.2% | $159,474-38.1% | $85,847+15.0% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.8%-9.6pp | 69.3%+3.9pp |
| Annual return | 20.40% | 45.08%-24.7pp | 263.68%-243.3pp | 318.61%-298.2pp |
| Employer contribution / active EE | $2,928 | $3,319-11.8% | $4,831-39.4% | $2,565+14.1% |
| Participant deferral / active EE | $6,518 | $5,946+9.6% | $7,353-11.4% | $3,952+64.9% |
| Admin fee / account holder | $2,065 | $6,934-70.2% | $10,802-80.9% | $6,261-67.0% |