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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 | $99,228 | $102,429-3.1% | $147,096-32.5% | $80,925+22.6% |
| Participation rate | 86.8% | 75.9%+10.9pp | 82.2%+4.6pp | 67.7%+19.1pp |
| Annual return | 18.26% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $2,034 | $3,716-45.3% | $4,936-58.8% | $2,756-26.2% |
| Participant deferral / active EE | $7,117 | $6,649+7.0% | $8,071-11.8% | $4,299+65.6% |
| Admin fee / account holder | $1,476 | $7,957-81.4% | $13,005-88.7% | $6,940-78.7% |