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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 | $89,085 | $102,422-13.0% | $147,117-39.4% | $80,959+10.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 15.05% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,553 | $3,717-4.4% | $4,932-28.0% | $2,757+28.9% |
| Participant deferral / active EE | $9,225 | $6,652+38.7% | $8,065+14.4% | $4,300+114.5% |
| Admin fee / account holder | $14,846 | $7,953+86.7% | $12,993+14.3% | $6,925+114.4% |