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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 | $96,200 | $102,422-6.1% | $147,117-34.6% | $80,959+18.8% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 12.48% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,777 | $3,717-25.3% | $4,932-43.7% | $2,757+0.7% |
| Participant deferral / active EE | $7,969 | $6,652+19.8% | $8,065-1.2% | $4,300+85.3% |
| Admin fee / account holder | $6,599 | $7,953-17.0% | $12,993-49.2% | $6,925-4.7% |