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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 | $88,357 | $102,422-13.7% | $147,117-39.9% | $80,959+9.1% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 12.45% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,426 | $3,717-34.7% | $4,932-50.8% | $2,757-12.0% |
| Participant deferral / active EE | $4,763 | $6,652-28.4% | $8,065-40.9% | $4,300+10.8% |
| Admin fee / account holder | $1,518 | $7,953-80.9% | $12,993-88.3% | $6,925-78.1% |