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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 | $96,137 | $111,830-14.0% | $93,696+2.6% | $145,884-34.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 20.39% | 204.08%-183.7pp | 133.74%-113.3pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,182 | $3,093-29.4% | $2,422-9.9% | $4,662-53.2% |
| Participant deferral / active EE | $12,871 | $4,920+161.6% | $4,417+191.4% | $6,690+92.4% |
| Admin fee / account holder | $422 | $10,249-95.9% | $8,287-94.9% | $13,392-96.8% |