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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 | $102,385-2.7% | $147,080-32.3% | $80,935+23.1% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 12.48% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,049 | $3,717-71.8% | $4,933-78.7% | $2,757-62.0% |
| Participant deferral / active EE | $6,899 | $6,651+3.7% | $8,066-14.5% | $4,299+60.5% |
| Admin fee / account holder | $5,164 | $7,951-35.1% | $12,989-60.2% | $6,924-25.4% |