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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 | $97,439 | $102,393-4.8% | $147,041-33.7% | $80,911+20.4% |
| Participation rate | 74.6% | 75.9%-1.2pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 13.03% | 134.95%-121.9pp | 419.21%-406.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,358 | $3,715-63.5% | $4,935-72.5% | $2,756-50.7% |
| Participant deferral / active EE | $3,471 | $6,647-47.8% | $8,071-57.0% | $4,297-19.2% |
| Admin fee / account holder | $9,859 | $7,943+24.1% | $13,006-24.2% | $6,935+42.2% |