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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 | $95,209 | $102,382-7.0% | $147,005-35.2% | $80,874+17.7% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 14.99% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $2,648 | $3,715-28.7% | $4,934-46.3% | $2,756-3.9% |
| Participant deferral / active EE | $8,988 | $6,646+35.2% | $8,070+11.4% | $4,297+109.2% |
| Admin fee / account holder | $8,949 | $7,942+12.7% | $13,006-31.2% | $6,935+29.0% |