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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 | $96,299 | $111,830-13.9% | $93,696+2.8% | $145,884-34.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 9.07% | 204.08%-195.0pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,214 | $3,093-28.4% | $2,422-8.6% | $4,662-52.5% |
| Participant deferral / active EE | $3,850 | $4,920-21.7% | $4,417-12.8% | $6,690-42.4% |
| Admin fee / account holder | $1,477 | $10,249-85.6% | $8,287-82.2% | $13,392-89.0% |