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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 | $93,326 | $102,393-8.9% | $147,041-36.5% | $80,911+15.3% |
| Participation rate | 73.9% | 75.9%-1.9pp | 82.2%-8.3pp | 67.6%+6.3pp |
| Annual return | 12.00% | 134.95%-123.0pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,537 | $3,715-58.6% | $4,935-68.9% | $2,756-44.2% |
| Participant deferral / active EE | $3,015 | $6,647-54.6% | $8,071-62.6% | $4,297-29.8% |
| Admin fee / account holder | $754 | $7,943-90.5% | $13,006-94.2% | $6,935-89.1% |