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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 | $100,139-11.5% | $85,187+4.0% | $145,884-39.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.92% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,054 | $3,238-36.6% | $2,732-24.8% | $4,662-55.9% |
| Participant deferral / active EE | $16,600 | $5,296+213.5% | $4,525+266.9% | $6,690+148.1% |
| Admin fee / account holder | $336 | $7,262-95.4% | $6,162-94.6% | $13,392-97.5% |