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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 | $94,750 | $102,422-7.5% | $147,117-35.6% | $80,959+17.0% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 14.33% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,327 | $3,717-10.5% | $4,932-32.5% | $2,757+20.7% |
| Participant deferral / active EE | $7,402 | $6,652+11.3% | $8,065-8.2% | $4,300+72.1% |
| Admin fee / account holder | $4,195 | $7,953-47.3% | $12,993-67.7% | $6,925-39.4% |