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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 | $97,441 | $106,905-8.9% | $84,020+16.0% | $152,885-36.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 20.73% | 105.00%-84.3pp | 71.31%-50.6pp | 345.39%-324.7pp |
| Employer contribution / active EE | $1,979 | $2,735-27.6% | $1,984-0.2% | $4,763-58.5% |
| Participant deferral / active EE | $4,105 | $4,012+2.3% | $3,239+26.7% | $5,851-29.8% |
| Admin fee / account holder | $938 | $8,287-88.7% | $6,101-84.6% | $11,598-91.9% |