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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 | $85,161 | $102,393-16.8% | $147,041-42.1% | $80,911+5.3% |
| Participation rate | 77.4% | 75.9%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 13.98% | 134.95%-121.0pp | 419.21%-405.2pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,599 | $3,715-30.0% | $4,935-47.3% | $2,756-5.7% |
| Participant deferral / active EE | $4,906 | $6,647-26.2% | $8,071-39.2% | $4,297+14.2% |
| Admin fee / account holder | $5,872 | $7,943-26.1% | $13,006-54.8% | $6,935-15.3% |