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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 | $86,646 | $102,385-15.4% | $147,080-41.1% | $80,935+7.1% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 16.18% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,094 | $3,717-43.7% | $4,933-57.6% | $2,757-24.0% |
| Participant deferral / active EE | $14,865 | $6,651+123.5% | $8,066+84.3% | $4,299+245.7% |
| Admin fee / account holder | $5,380 | $7,951-32.3% | $12,989-58.6% | $6,924-22.3% |