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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 | $72,692 | $111,814-35.0% | $93,654-22.4% | $145,959-50.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.56% | 203.30%-192.7pp | 133.34%-122.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,900 | $3,092-38.5% | $2,421-21.5% | $4,661-59.2% |
| Participant deferral / active EE | $6,763 | $4,914+37.6% | $4,413+53.3% | $6,689+1.1% |
| Admin fee / account holder | $26,510 | $10,246+158.7% | $8,282+220.1% | $13,398+97.9% |