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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 | $99,603 | $102,382-2.7% | $147,005-32.2% | $80,874+23.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 12.48% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,049 | $3,715-71.8% | $4,934-78.7% | $2,756-61.9% |
| Participant deferral / active EE | $6,899 | $6,646+3.8% | $8,070-14.5% | $4,297+60.6% |
| Admin fee / account holder | $5,164 | $7,942-35.0% | $13,006-60.3% | $6,935-25.5% |