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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 | $100,514 | $102,385-1.8% | $147,080-31.7% | $80,935+24.2% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 12.77% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,496 | $3,717-32.9% | $4,933-49.4% | $2,757-9.5% |
| Participant deferral / active EE | $6,310 | $6,651-5.1% | $8,066-21.8% | $4,299+46.8% |
| Admin fee / account holder | $3,497 | $7,951-56.0% | $12,989-73.1% | $6,924-49.5% |