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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 | $111,785-35.0% | $93,669-22.4% | $145,877-50.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.56% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,900 | $3,096-38.6% | $2,424-21.6% | $4,663-59.3% |
| Participant deferral / active EE | $6,763 | $4,919+37.5% | $4,416+53.2% | $6,691+1.1% |
| Admin fee / account holder | $26,510 | $10,256+158.5% | $8,291+219.7% | $13,402+97.8% |