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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 | $90,843 | $91,537-0.8% | $130,045-30.1% | $75,173+20.8% |
| Participation rate | 89.7% | 71.5%+18.3pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 17.85% | -631.55%+649.4pp | -137.30%+155.2pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,287 | $2,845-19.6% | $4,321-47.1% | $2,671-14.4% |
| Participant deferral / active EE | $8,122 | $4,343+87.0% | $5,820+39.5% | $4,126+96.8% |
| Admin fee / account holder | $4,912 | $6,780-27.5% | $10,600-53.7% | $5,651-13.1% |