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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 | $96,924 | $106,918-9.3% | $84,021+15.4% | $152,897-36.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 11.89% | 105.01%-93.1pp | 71.32%-59.4pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,941 | $2,735-29.0% | $1,984-2.1% | $4,764-59.2% |
| Participant deferral / active EE | $3,883 | $4,012-3.2% | $3,239+19.9% | $5,851-33.6% |
| Admin fee / account holder | $23,975 | $8,288+189.3% | $6,102+292.9% | $11,599+106.7% |