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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 | $102,422-1.0% | $147,117-31.0% | $80,959+25.3% |
| Participation rate | 80.5% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 15.45% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,174 | $3,717-41.5% | $4,932-55.9% | $2,757-21.1% |
| Participant deferral / active EE | $4,807 | $6,652-27.7% | $8,065-40.4% | $4,300+11.8% |
| Admin fee / account holder | $7,609 | $7,953-4.3% | $12,993-41.4% | $6,925+9.9% |