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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 | $102,953 | $106,923-3.7% | $84,023+22.5% | $152,909-32.7% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 17.20% | 105.02%-87.8pp | 71.32%-54.1pp | 345.46%-328.3pp |
| Employer contribution / active EE | $10,597 | $2,735+287.4% | $1,984+434.1% | $4,764+122.4% |
| Participant deferral / active EE | $2,975 | $4,013-25.9% | $3,239-8.2% | $5,851-49.2% |
| Admin fee / account holder | $70,377 | $8,289+749.1% | $6,102+1053.3% | $11,601+506.7% |