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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 | $90,673 | $102,393-11.4% | $147,041-38.3% | $80,911+12.1% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 12.32% | 134.95%-122.6pp | 419.21%-406.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $5,602 | $3,715+50.8% | $4,935+13.5% | $2,756+103.3% |
| Participant deferral / active EE | $3,554 | $6,647-46.5% | $8,071-56.0% | $4,297-17.3% |
| Admin fee / account holder | $2,338 | $7,943-70.6% | $13,006-82.0% | $6,935-66.3% |