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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 | $94,981 | $95,415-0.5% | $185,851-48.9% | $85,851+10.6% |
| Participation rate | 93.4% | 68.8%+24.7pp | 81.7%+11.7pp | 69.3%+24.1pp |
| Annual return | 16.16% | 23.59%-7.4pp | 122.11%-106.0pp | 318.63%-302.5pp |
| Employer contribution / active EE | $2,733 | $3,314-17.5% | $5,168-47.1% | $2,565+6.5% |
| Participant deferral / active EE | $4,021 | $3,424+17.4% | $5,569-27.8% | $3,952+1.7% |
| Admin fee / account holder | $1,481 | $7,215-79.5% | $16,245-90.9% | $6,261-76.3% |