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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 | $102,382-13.8% | $147,005-39.9% | $80,874+9.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 17.54% | 134.89%-117.4pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $2,830 | $3,715-23.8% | $4,934-42.6% | $2,756+2.7% |
| Participant deferral / active EE | $9,502 | $6,646+43.0% | $8,070+17.7% | $4,297+121.1% |
| Admin fee / account holder | $5,464 | $7,942-31.2% | $13,006-58.0% | $6,935-21.2% |