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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 | $102,382-18.0% | $147,005-42.9% | $80,874+3.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 13.08% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,057 | $3,715-44.6% | $4,934-58.3% | $2,756-25.4% |
| Participant deferral / active EE | $5,381 | $6,646-19.0% | $8,070-33.3% | $4,297+25.2% |
| Admin fee / account holder | $2,430 | $7,942-69.4% | $13,006-81.3% | $6,935-65.0% |