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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 | $89,998 | $102,382-12.1% | $147,005-38.8% | $80,874+11.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 13.58% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,170 | $3,715-14.7% | $4,934-35.8% | $2,756+15.0% |
| Participant deferral / active EE | $6,917 | $6,646+4.1% | $8,070-14.3% | $4,297+61.0% |
| Admin fee / account holder | $2,969 | $7,942-62.6% | $13,006-77.2% | $6,935-57.2% |