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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 | $86,750 | $102,422-15.3% | $147,117-41.0% | $80,959+7.2% |
| Participation rate | 89.4% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 14.48% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,424 | $3,717-34.8% | $4,932-50.9% | $2,757-12.1% |
| Participant deferral / active EE | $5,780 | $6,652-13.1% | $8,065-28.3% | $4,300+34.4% |
| Admin fee / account holder | $5,085 | $7,953-36.1% | $12,993-60.9% | $6,925-26.6% |