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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 | $105,001 | $104,9530% | $84,637+24.1% | $152,909-31.3% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.5%-6.3pp |
| Annual return | 19.04% | 373.94%-354.9pp | 258.82%-239.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,577 | $3,304-22.0% | $2,653-2.9% | $4,764-45.9% |
| Participant deferral / active EE | $4,461 | $4,691-4.9% | $3,900+14.4% | $5,851-23.8% |
| Admin fee / account holder | $2,361 | $6,244-62.2% | $4,914-52.0% | $11,601-79.6% |