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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 | $88,600 | $100,203-11.6% | $85,240+3.9% | $145,897-39.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.92% | 84.28%-70.4pp | 66.75%-52.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,054 | $3,242-36.6% | $2,735-24.9% | $4,663-55.9% |
| Participant deferral / active EE | $16,600 | $5,299+213.3% | $4,527+266.7% | $6,689+148.2% |
| Admin fee / account holder | $336 | $7,265-95.4% | $6,165-94.6% | $13,390-97.5% |