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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 | $84,758 | $102,393-17.2% | $147,041-42.4% | $80,911+4.8% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 16.80% | 134.95%-118.2pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $2,827 | $3,715-23.9% | $4,935-42.7% | $2,756+2.6% |
| Participant deferral / active EE | $13,554 | $6,647+103.9% | $8,071+67.9% | $4,297+215.4% |
| Admin fee / account holder | $7,705 | $7,943-3.0% | $13,006-40.8% | $6,935+11.1% |