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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 | $83,934 | $102,422-18.1% | $147,117-42.9% | $80,959+3.7% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,057 | $3,717-44.7% | $4,932-58.3% | $2,757-25.4% |
| Participant deferral / active EE | $5,381 | $6,652-19.1% | $8,065-33.3% | $4,300+25.1% |
| Admin fee / account holder | $2,430 | $7,953-69.4% | $12,993-81.3% | $6,925-64.9% |