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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 | $85,989 | $106,923-19.6% | $84,023+2.3% | $152,909-43.8% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 8.86% | 105.02%-96.2pp | 71.32%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $2,500 | $2,735-8.6% | $1,984+26.0% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,428 | $8,289-22.4% | $6,102+5.3% | $11,601-44.6% |