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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 | $92,499 | $106,918-13.5% | $84,021+10.1% | $152,897-39.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.5%-3.5pp |
| Annual return | 17.85% | 105.01%-87.2pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $902 | $2,735-67.0% | $1,984-54.5% | $4,764-81.1% |
| Participant deferral / active EE | $1,174 | $4,012-70.7% | $3,239-63.8% | $5,851-79.9% |
| Admin fee / account holder | $2,372 | $8,288-71.4% | $6,102-61.1% | $11,599-79.6% |