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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 | $82,481 | $102,422-19.5% | $147,117-43.9% | $80,959+1.9% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 14.21% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,945 | $3,717-47.7% | $4,932-60.6% | $2,757-29.4% |
| Participant deferral / active EE | $13,088 | $6,652+96.8% | $8,065+62.3% | $4,300+204.4% |
| Admin fee / account holder | $2,828 | $7,953-64.4% | $12,993-78.2% | $6,925-59.2% |