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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 | $102,385-5.1% | $147,080-33.9% | $80,935+20.1% |
| Participation rate | 73.9% | 75.9%-2.0pp | 82.2%-8.3pp | 67.7%+6.3pp |
| Annual return | 19.23% | 135.09%-115.9pp | 420.17%-400.9pp | 35.66%-16.4pp |
| Employer contribution / active EE | $2,572 | $3,717-30.8% | $4,933-47.9% | $2,757-6.7% |
| Participant deferral / active EE | $5,004 | $6,651-24.8% | $8,066-38.0% | $4,299+16.4% |
| Admin fee / account holder | $2,547 | $7,951-68.0% | $12,989-80.4% | $6,924-63.2% |