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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 | $96,303 | $96,678-0.4% | $86,640+11.2% | $139,466-30.9% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.2pp | 80.3%-1.4pp |
| Annual return | 20.57% | 106.69%-86.1pp | 592.52%-572.0pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,962 | $3,265+21.3% | $3,024+31.0% | $4,754-16.7% |
| Participant deferral / active EE | $7,662 | $4,837+58.4% | $4,438+72.6% | $6,712+14.2% |
| Admin fee / account holder | $1,465 | $6,410-77.1% | $5,616-73.9% | $11,409-87.2% |