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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 | $92,289 | $105,200-12.3% | $159,474-42.1% | $85,847+7.5% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 15.64% | 45.08%-29.4pp | 263.68%-248.0pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,395 | $3,319-27.8% | $4,831-50.4% | $2,565-6.6% |
| Participant deferral / active EE | $4,609 | $5,946-22.5% | $7,353-37.3% | $3,952+16.6% |
| Admin fee / account holder | $6,096 | $6,934-12.1% | $10,802-43.6% | $6,261-2.6% |