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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 | $94,171 | $102,422-8.1% | $147,117-36.0% | $80,959+16.3% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.85% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,430 | $3,717-7.7% | $4,932-30.5% | $2,757+24.4% |
| Participant deferral / active EE | $6,689 | $6,652+0.6% | $8,065-17.1% | $4,300+55.6% |
| Admin fee / account holder | $5,356 | $7,953-32.7% | $12,993-58.8% | $6,925-22.7% |