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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 | $96,583 | $98,766-2.2% | $149,730-35.5% | $79,852+21.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 19.86% | 27.43%-7.6pp | 276.70%-256.8pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,591 | $3,217-50.6% | $4,645-65.8% | $2,471-35.6% |
| Participant deferral / active EE | $9,886 | $5,681+74.0% | $6,843+44.5% | $3,740+164.3% |
| Admin fee / account holder | $47,419 | $6,052+683.5% | $9,310+409.3% | $5,306+793.6% |