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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 | $87,505 | $102,385-14.5% | $147,080-40.5% | $80,935+8.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 13.55% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,065 | $3,717-17.5% | $4,933-37.9% | $2,757+11.2% |
| Participant deferral / active EE | $8,553 | $6,651+28.6% | $8,066+6.0% | $4,299+98.9% |
| Admin fee / account holder | $6,710 | $7,951-15.6% | $12,989-48.3% | $6,924-3.1% |