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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 | $95,485 | $102,393-6.7% | $147,041-35.1% | $80,911+18.0% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 16.16% | 134.95%-118.8pp | 419.21%-403.0pp | 35.63%-19.5pp |
| Employer contribution / active EE | $979 | $3,715-73.7% | $4,935-80.2% | $2,756-64.5% |
| Participant deferral / active EE | $5,912 | $6,647-11.1% | $8,071-26.7% | $4,297+37.6% |
| Admin fee / account holder | $4,172 | $7,943-47.5% | $13,006-67.9% | $6,935-39.8% |