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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 | $85,229 | $102,422-16.8% | $147,117-42.1% | $80,959+5.3% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 18.20% | 135.16%-117.0pp | 420.54%-402.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,660 | $3,717+25.3% | $4,932-5.5% | $2,757+69.0% |
| Participant deferral / active EE | $10,713 | $6,652+61.0% | $8,065+32.8% | $4,300+149.1% |
| Admin fee / account holder | $2,827 | $7,953-64.5% | $12,993-78.2% | $6,925-59.2% |