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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 | $87,059 | $102,382-15.0% | $147,005-40.8% | $80,874+7.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 13.77% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $5,646 | $3,715+52.0% | $4,934+14.4% | $2,756+104.9% |
| Participant deferral / active EE | $5,776 | $6,646-13.1% | $8,070-28.4% | $4,297+34.4% |
| Admin fee / account holder | $842 | $7,942-89.4% | $13,006-93.5% | $6,935-87.9% |