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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 | $102,385-11.4% | $147,080-38.4% | $80,935+12.0% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 12.32% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $5,602 | $3,717+50.7% | $4,933+13.5% | $2,757+103.2% |
| Participant deferral / active EE | $3,554 | $6,651-46.6% | $8,066-55.9% | $4,299-17.3% |
| Admin fee / account holder | $2,338 | $7,951-70.6% | $12,989-82.0% | $6,924-66.2% |