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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 | $98,676 | $103,038-4.2% | $90,324+9.2% | $152,909-35.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 24.96% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,994 | $3,141-4.7% | $2,856+4.9% | $4,764-37.1% |
| Participant deferral / active EE | $5,989 | $4,282+39.9% | $3,885+54.1% | $5,851+2.3% |
| Admin fee / account holder | $16,376 | $6,177+165.1% | $5,356+205.8% | $11,601+41.2% |