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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 | $98,992 | $102,385-3.3% | $147,080-32.7% | $80,935+22.3% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 13.34% | 135.09%-121.8pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,808 | $3,717-51.4% | $4,933-63.4% | $2,757-34.4% |
| Participant deferral / active EE | $4,006 | $6,651-39.8% | $8,066-50.3% | $4,299-6.8% |
| Admin fee / account holder | $5,001 | $7,951-37.1% | $12,989-61.5% | $6,924-27.8% |