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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 | $91,847 | $102,393-10.3% | $147,041-37.5% | $80,911+13.5% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 12.14% | 134.95%-122.8pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,098 | $3,715-43.5% | $4,935-57.5% | $2,756-23.9% |
| Participant deferral / active EE | $6,749 | $6,647+1.5% | $8,071-16.4% | $4,297+57.1% |
| Admin fee / account holder | $20,480 | $7,943+157.8% | $13,006+57.5% | $6,935+195.3% |