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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 | $102,429-14.6% | $147,096-40.5% | $80,925+8.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 13.55% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,065 | $3,716-17.5% | $4,936-37.9% | $2,756+11.2% |
| Participant deferral / active EE | $8,553 | $6,649+28.6% | $8,071+6.0% | $4,299+99.0% |
| Admin fee / account holder | $6,710 | $7,957-15.7% | $13,005-48.4% | $6,940-3.3% |