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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 | $87,096 | $102,429-15.0% | $147,096-40.8% | $80,925+7.6% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.5pp |
| Annual return | 14.99% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $923 | $3,716-75.2% | $4,936-81.3% | $2,756-66.5% |
| Participant deferral / active EE | $4,694 | $6,649-29.4% | $8,071-41.8% | $4,299+9.2% |
| Admin fee / account holder | $4,670 | $7,957-41.3% | $13,005-64.1% | $6,940-32.7% |