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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 | $61,190 | $102,385-40.2% | $147,080-58.4% | $80,935-24.4% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 11.94% | 135.09%-123.2pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,492 | $3,717-59.8% | $4,933-69.7% | $2,757-45.9% |
| Participant deferral / active EE | $5,692 | $6,651-14.4% | $8,066-29.4% | $4,299+32.4% |
| Admin fee / account holder | $6,703 | $7,951-15.7% | $12,989-48.4% | $6,924-3.2% |