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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 | $98,132 | $102,429-4.2% | $147,096-33.3% | $80,925+21.3% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 14.20% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,318 | $3,716-37.6% | $4,936-53.0% | $2,756-15.9% |
| Participant deferral / active EE | $5,358 | $6,649-19.4% | $8,071-33.6% | $4,299+24.6% |
| Admin fee / account holder | $1,713 | $7,957-78.5% | $13,005-86.8% | $6,940-75.3% |