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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 | $93,768 | $102,616-8.6% | $81,981+14.4% | $158,931-41.0% |
| Participation rate | 76.5% | 75.5%+0.9pp | 69.3%+7.2pp | 82.0%-5.5pp |
| Annual return | 15.35% | 61.05%-45.7pp | 41.31%-26.0pp | 302.86%-287.5pp |
| Employer contribution / active EE | $3,860 | $3,240+19.1% | $2,498+54.5% | $4,761-18.9% |
| Participant deferral / active EE | $8,472 | $4,648+82.2% | $3,722+127.6% | $5,982+41.6% |
| Admin fee / account holder | $3,956 | $8,236-52.0% | $5,664-30.2% | $11,247-64.8% |