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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 | $105,199 | $115,810-9.2% | $101,271+3.9% | $158,966-33.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 11.86% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,893 | $4,175-54.7% | $3,660-48.3% | $4,762-60.3% |
| Participant deferral / active EE | $4,259 | $4,958-14.1% | $4,371-2.5% | $5,983-28.8% |
| Admin fee / account holder | $837 | $7,248-88.5% | $5,948-85.9% | $11,250-92.6% |