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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 | $92,334 | $106,923-13.6% | $84,023+9.9% | $152,909-39.6% |
| Participation rate | 88.9% | 75.3%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 21.61% | 105.02%-83.4pp | 71.32%-49.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,888 | $2,735-31.0% | $1,984-4.8% | $4,764-60.4% |
| Participant deferral / active EE | $5,817 | $4,013+45.0% | $3,239+79.6% | $5,851-0.6% |
| Admin fee / account holder | $5,043 | $8,289-39.2% | $6,102-17.4% | $11,601-56.5% |