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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 | $82,409 | $102,422-19.5% | $147,117-44.0% | $80,959+1.8% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 12.83% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,659 | $3,717-1.6% | $4,932-25.8% | $2,757+32.7% |
| Participant deferral / active EE | $8,198 | $6,652+23.2% | $8,065+1.7% | $4,300+90.6% |
| Admin fee / account holder | $8,959 | $7,953+12.6% | $12,993-31.0% | $6,925+29.4% |