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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 | $90,350 | $102,385-11.8% | $147,080-38.6% | $80,935+11.6% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 13.46% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,446 | $3,717-61.1% | $4,933-70.7% | $2,757-47.5% |
| Participant deferral / active EE | $7,273 | $6,651+9.4% | $8,066-9.8% | $4,299+69.2% |
| Admin fee / account holder | $6,319 | $7,951-20.5% | $12,989-51.3% | $6,924-8.7% |