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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 | $89,381 | $102,422-12.7% | $147,117-39.2% | $80,959+10.4% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 13.37% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,984 | $3,717+7.2% | $4,932-19.2% | $2,757+44.5% |
| Participant deferral / active EE | $13,640 | $6,652+105.0% | $8,065+69.1% | $4,300+217.2% |
| Admin fee / account holder | $5,142 | $7,953-35.3% | $12,993-60.4% | $6,925-25.7% |