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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 | $86,552 | $102,429-15.5% | $147,096-41.2% | $80,925+7.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 16.40% | 135.02%-118.6pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,080 | $3,716+9.8% | $4,936-17.3% | $2,756+48.0% |
| Participant deferral / active EE | $9,557 | $6,649+43.7% | $8,071+18.4% | $4,299+122.3% |
| Admin fee / account holder | $1,893 | $7,957-76.2% | $13,005-85.4% | $6,940-72.7% |