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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 | $88,467 | $102,422-13.6% | $147,117-39.9% | $80,959+9.3% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 12.09% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,685 | $3,717-27.8% | $4,932-45.6% | $2,757-2.6% |
| Participant deferral / active EE | $4,383 | $6,652-34.1% | $8,065-45.6% | $4,300+1.9% |
| Admin fee / account holder | $362 | $7,953-95.4% | $12,993-97.2% | $6,925-94.8% |