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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 | $90,193 | $99,079-9.0% | $78,002+15.6% | $273,972-67.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.79% | 217.93%-211.1pp | 425.99%-419.2pp | 41.46%-34.7pp |
| Employer contribution / active EE | $655 | $3,308-80.2% | $2,470-73.5% | $4,869-86.6% |
| Participant deferral / active EE | $4,225 | $4,306-1.9% | $3,497+20.8% | $5,287-20.1% |
| Admin fee / account holder | $10,315 | $8,954+15.2% | $5,481+88.2% | $10,133+1.8% |