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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 | $97,164 | $102,382-5.1% | $147,005-33.9% | $80,874+20.1% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 19.23% | 134.89%-115.7pp | 418.76%-399.5pp | 35.62%-16.4pp |
| Employer contribution / active EE | $2,572 | $3,715-30.8% | $4,934-47.9% | $2,756-6.6% |
| Participant deferral / active EE | $5,004 | $6,646-24.7% | $8,070-38.0% | $4,297+16.5% |
| Admin fee / account holder | $2,547 | $7,942-67.9% | $13,006-80.4% | $6,935-63.3% |