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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 | $101,309 | $102,422-1.1% | $147,117-31.1% | $80,959+25.1% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 12.78% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,377 | $3,717-9.1% | $4,932-31.5% | $2,757+22.5% |
| Participant deferral / active EE | $5,459 | $6,652-17.9% | $8,065-32.3% | $4,300+27.0% |
| Admin fee / account holder | $4,513 | $7,953-43.3% | $12,993-65.3% | $6,925-34.8% |