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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 | $97,100 | $105,198-7.7% | $159,455-39.1% | $85,856+13.1% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.8%-9.8pp | 69.3%+3.8pp |
| Annual return | 14.80% | 45.08%-30.3pp | 263.63%-248.8pp | 318.58%-303.8pp |
| Employer contribution / active EE | $2,178 | $3,319-34.4% | $4,830-54.9% | $2,565-15.1% |
| Participant deferral / active EE | $5,530 | $5,946-7.0% | $7,353-24.8% | $3,952+39.9% |
| Admin fee / account holder | $9,333 | $6,934+34.6% | $10,800-13.6% | $6,261+49.1% |