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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 | $102,429-13.8% | $147,096-40.0% | $80,925+9.1% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 17.54% | 135.02%-117.5pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,830 | $3,716-23.8% | $4,936-42.7% | $2,756+2.7% |
| Participant deferral / active EE | $9,502 | $6,649+42.9% | $8,071+17.7% | $4,299+121.0% |
| Admin fee / account holder | $5,464 | $7,957-31.3% | $13,005-58.0% | $6,940-21.3% |