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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 | $95,314 | $106,005-10.1% | $92,239+3.3% | $147,585-35.4% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 18.08% | 50.05%-32.0pp | 176.29%-158.2pp | 578.58%-560.5pp |
| Employer contribution / active EE | $3,528 | $4,333-18.6% | $3,680-4.1% | $4,876-27.7% |
| Participant deferral / active EE | $10,033 | $4,478+124.0% | $3,897+157.4% | $5,439+84.5% |
| Admin fee / account holder | $18,350 | $6,333+189.8% | $5,194+253.3% | $10,886+68.6% |