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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 | $55,180 | $102,429-46.1% | $147,096-62.5% | $80,925-31.8% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.7%+25.0pp |
| Annual return | 13.27% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,472 | $3,716-33.5% | $4,936-49.9% | $2,756-10.3% |
| Participant deferral / active EE | $4,778 | $6,649-28.1% | $8,071-40.8% | $4,299+11.1% |
| Admin fee / account holder | $8,389 | $7,957+5.4% | $13,005-35.5% | $6,940+20.9% |