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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 | $95,311 | $105,210-9.4% | $159,487-40.2% | $85,851+11.0% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 13.87% | 45.08%-31.2pp | 263.71%-249.8pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,938 | $3,319-41.6% | $4,831-59.9% | $2,565-24.5% |
| Participant deferral / active EE | $7,146 | $5,946+20.2% | $7,354-2.8% | $3,952+80.8% |
| Admin fee / account holder | $13,525 | $6,934+95.0% | $10,804+25.2% | $6,261+116.0% |