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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 | $102,393-15.4% | $147,041-41.1% | $80,911+7.1% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 16.18% | 134.95%-118.8pp | 419.21%-403.0pp | 35.63%-19.5pp |
| Employer contribution / active EE | $2,094 | $3,715-43.6% | $4,935-57.6% | $2,756-24.0% |
| Participant deferral / active EE | $14,865 | $6,647+123.6% | $8,071+84.2% | $4,297+245.9% |
| Admin fee / account holder | $5,380 | $7,943-32.3% | $13,006-58.6% | $6,935-22.4% |