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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 | $88,296 | $102,422-13.8% | $147,117-40.0% | $80,959+9.1% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 17.54% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,830 | $3,717-23.9% | $4,932-42.6% | $2,757+2.6% |
| Participant deferral / active EE | $9,502 | $6,652+42.8% | $8,065+17.8% | $4,300+121.0% |
| Admin fee / account holder | $5,464 | $7,953-31.3% | $12,993-57.9% | $6,925-21.1% |