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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 | $102,429-7.5% | $147,096-35.6% | $80,925+17.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 14.33% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,327 | $3,716-10.5% | $4,936-32.6% | $2,756+20.7% |
| Participant deferral / active EE | $7,402 | $6,649+11.3% | $8,071-8.3% | $4,299+72.2% |
| Admin fee / account holder | $4,195 | $7,957-47.3% | $13,005-67.7% | $6,940-39.6% |