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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 | $102,429-13.6% | $147,096-39.9% | $80,925+9.3% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.5pp |
| Annual return | 12.09% | 135.02%-122.9pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,685 | $3,716-27.7% | $4,936-45.6% | $2,756-2.6% |
| Participant deferral / active EE | $4,383 | $6,649-34.1% | $8,071-45.7% | $4,299+2.0% |
| Admin fee / account holder | $362 | $7,957-95.4% | $13,005-97.2% | $6,940-94.8% |