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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 | $109,006 | $111,785-2.5% | $93,669+16.4% | $145,877-25.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 21.64% | 203.79%-182.1pp | 133.59%-112.0pp | 551.28%-529.6pp |
| Employer contribution / active EE | $1,394 | $3,096-55.0% | $2,424-42.5% | $4,663-70.1% |
| Participant deferral / active EE | $8,110 | $4,919+64.9% | $4,416+83.7% | $6,691+21.2% |
| Admin fee / account holder | $890 | $10,256-91.3% | $8,291-89.3% | $13,402-93.4% |