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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 | $86,427 | $88,672-2.5% | $105,223-17.9% | $82,448+4.8% |
| Participation rate | 97.3% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.2pp |
| Annual return | 14.94% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,543 | $3,048+81.9% | $3,689+50.3% | $2,551+117.3% |
| Participant deferral / active EE | $2,505 | $4,036-37.9% | $5,072-50.6% | $4,139-39.5% |
| Admin fee / account holder | $2,504 | $7,146-65.0% | $8,859-71.7% | $7,234-65.4% |