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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 | $99,718 | $112,131-11.1% | $95,964+3.9% | $158,982-37.3% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 16.92% | 171.19%-154.3pp | 91.64%-74.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,160 | $3,199-32.5% | $2,541-15.0% | $4,763-54.7% |
| Participant deferral / active EE | $5,496 | $4,784+14.9% | $4,167+31.9% | $5,983-8.1% |
| Admin fee / account holder | $1,006 | $10,136-90.1% | $6,797-85.2% | $11,252-91.1% |