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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 | $102,422-12.1% | $147,117-38.8% | $80,959+11.2% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 13.58% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,170 | $3,717-14.7% | $4,932-35.7% | $2,757+15.0% |
| Participant deferral / active EE | $6,917 | $6,652+4.0% | $8,065-14.2% | $4,300+60.8% |
| Admin fee / account holder | $2,969 | $7,953-62.7% | $12,993-77.1% | $6,925-57.1% |