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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 | $92,387 | $102,385-9.8% | $147,080-37.2% | $80,935+14.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.24% | 135.09%-119.9pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,680 | $3,717-54.8% | $4,933-66.0% | $2,757-39.1% |
| Participant deferral / active EE | $14,264 | $6,651+114.5% | $8,066+76.8% | $4,299+231.8% |
| Admin fee / account holder | $73,748 | $7,951+827.5% | $12,989+467.8% | $6,924+965.0% |