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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 | $102,429-7.0% | $147,096-35.3% | $80,925+17.7% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 14.99% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,648 | $3,716-28.7% | $4,936-46.4% | $2,756-3.9% |
| Participant deferral / active EE | $8,988 | $6,649+35.2% | $8,071+11.4% | $4,299+109.1% |
| Admin fee / account holder | $8,949 | $7,957+12.5% | $13,005-31.2% | $6,940+28.9% |