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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 | $109,033 | $99,079+10.0% | $78,002+39.8% | $273,972-60.2% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 6.89% | 217.93%-211.0pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,232 | $3,308-62.7% | $2,470-50.1% | $4,869-74.7% |
| Participant deferral / active EE | $1,492 | $4,306-65.4% | $3,497-57.3% | $5,287-71.8% |
| Admin fee / account holder | $2,935 | $8,954-67.2% | $5,481-46.4% | $10,133-71.0% |