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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 | $98,132 | $102,382-4.2% | $147,005-33.2% | $80,874+21.3% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 14.20% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,318 | $3,715-37.6% | $4,934-53.0% | $2,756-15.9% |
| Participant deferral / active EE | $5,358 | $6,646-19.4% | $8,070-33.6% | $4,297+24.7% |
| Admin fee / account holder | $1,713 | $7,942-78.4% | $13,006-86.8% | $6,935-75.3% |