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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 | $101,448 | $102,382-0.9% | $147,005-31.0% | $80,874+25.4% |
| Participation rate | 80.5% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 15.45% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,174 | $3,715-41.5% | $4,934-55.9% | $2,756-21.1% |
| Participant deferral / active EE | $4,807 | $6,646-27.7% | $8,070-40.4% | $4,297+11.9% |
| Admin fee / account holder | $7,609 | $7,942-4.2% | $13,006-41.5% | $6,935+9.7% |