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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 | $90,949 | $102,385-11.2% | $147,080-38.2% | $80,935+12.4% |
| Participation rate | 86.8% | 75.9%+10.9pp | 82.2%+4.6pp | 67.7%+19.1pp |
| Annual return | 13.97% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,075 | $3,717-44.2% | $4,933-57.9% | $2,757-24.7% |
| Participant deferral / active EE | $6,298 | $6,651-5.3% | $8,066-21.9% | $4,299+46.5% |
| Admin fee / account holder | $5,862 | $7,951-26.3% | $12,989-54.9% | $6,924-15.3% |