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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 | $98,547 | $150,412-34.5% | $120,574-18.3% | $145,884-32.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 12.39% | 154.50%-142.1pp | 107.42%-95.0pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,424 | $4,355-44.3% | $3,471-30.2% | $4,662-48.0% |
| Participant deferral / active EE | $11,775 | $6,175+90.7% | $4,996+135.7% | $6,690+76.0% |
| Admin fee / account holder | $2,178 | $12,224-82.2% | $9,445-76.9% | $13,392-83.7% |