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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 | $94,001 | $102,385-8.2% | $147,080-36.1% | $80,935+16.1% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 14.60% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $4,661 | $3,717+25.4% | $4,933-5.5% | $2,757+69.1% |
| Participant deferral / active EE | $10,063 | $6,651+51.3% | $8,066+24.7% | $4,299+134.0% |
| Admin fee / account holder | $1,714 | $7,951-78.4% | $12,989-86.8% | $6,924-75.3% |