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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 | $87,968 | $110,830-20.6% | $86,625+1.6% | $167,553-47.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 11.25% | 116.99%-105.7pp | 63.52%-52.3pp | 478.89%-467.6pp |
| Employer contribution / active EE | $2,487 | $3,245-23.4% | $2,496-0.4% | $4,840-48.6% |
| Participant deferral / active EE | $3,491 | $4,548-23.2% | $3,700-5.6% | $6,343-45.0% |
| Admin fee / account holder | $10,386 | $8,420+23.4% | $5,830+78.1% | $12,316-15.7% |