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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 | $72,135 | $111,785-35.5% | $93,669-23.0% | $145,877-50.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.81% | 203.79%-187.0pp | 133.59%-116.8pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,004 | $3,096-35.3% | $2,424-17.3% | $4,663-57.0% |
| Participant deferral / active EE | $5,549 | $4,919+12.8% | $4,416+25.7% | $6,691-17.1% |
| Admin fee / account holder | $982 | $10,256-90.4% | $8,291-88.2% | $13,402-92.7% |