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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 | $84,171 | $102,422-17.8% | $147,117-42.8% | $80,959+4.0% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 14.96% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,217 | $3,717-13.5% | $4,932-34.8% | $2,757+16.7% |
| Participant deferral / active EE | $7,203 | $6,652+8.3% | $8,065-10.7% | $4,300+67.5% |
| Admin fee / account holder | $5,378 | $7,953-32.4% | $12,993-58.6% | $6,925-22.3% |