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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 | $95,019 | $111,878-15.1% | $93,727+1.4% | $145,897-34.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 11.56% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,925 | $3,092-37.7% | $2,421-20.5% | $4,663-58.7% |
| Participant deferral / active EE | $4,802 | $4,920-2.4% | $4,417+8.7% | $6,689-28.2% |
| Admin fee / account holder | $19,272 | $10,256+87.9% | $8,292+132.4% | $13,390+43.9% |