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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 | $81,944 | $102,429-20.0% | $147,096-44.3% | $80,925+1.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 14.08% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,835 | $3,716-23.7% | $4,936-42.6% | $2,756+2.9% |
| Participant deferral / active EE | $7,151 | $6,649+7.6% | $8,071-11.4% | $4,299+66.4% |
| Admin fee / account holder | $9,055 | $7,957+13.8% | $13,005-30.4% | $6,940+30.5% |