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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 | $94,380 | $102,422-7.9% | $147,117-35.8% | $80,959+16.6% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 12.51% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,101 | $3,717+10.3% | $4,932-16.9% | $2,757+48.7% |
| Participant deferral / active EE | $5,664 | $6,652-14.9% | $8,065-29.8% | $4,300+31.7% |
| Admin fee / account holder | $24,569 | $7,953+208.9% | $12,993+89.1% | $6,925+254.8% |