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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 | $102,429-8.1% | $147,096-36.0% | $80,925+16.4% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.85% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,430 | $3,716-7.7% | $4,936-30.5% | $2,756+24.5% |
| Participant deferral / active EE | $6,689 | $6,649+0.6% | $8,071-17.1% | $4,299+55.6% |
| Admin fee / account holder | $5,356 | $7,957-32.7% | $13,005-58.8% | $6,940-22.8% |