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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 | $102,385-6.0% | $147,080-34.6% | $80,935+18.9% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 12.48% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,777 | $3,717-25.3% | $4,933-43.7% | $2,757+0.8% |
| Participant deferral / active EE | $7,969 | $6,651+19.8% | $8,066-1.2% | $4,299+85.4% |
| Admin fee / account holder | $6,599 | $7,951-17.0% | $12,989-49.2% | $6,924-4.7% |