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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 | $87,916 | $102,422-14.2% | $147,117-40.2% | $80,959+8.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 18.60% | 135.16%-116.6pp | 420.54%-401.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $3,296 | $3,717-11.3% | $4,932-33.2% | $2,757+19.5% |
| Participant deferral / active EE | $9,213 | $6,652+38.5% | $8,065+14.2% | $4,300+114.2% |
| Admin fee / account holder | $5,441 | $7,953-31.6% | $12,993-58.1% | $6,925-21.4% |