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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 | $95,163 | $102,393-7.1% | $147,041-35.3% | $80,911+17.6% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 12.93% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,268 | $3,715-39.0% | $4,935-54.1% | $2,756-17.7% |
| Participant deferral / active EE | $4,842 | $6,647-27.2% | $8,071-40.0% | $4,297+12.7% |
| Admin fee / account holder | $2,115 | $7,943-73.4% | $13,006-83.7% | $6,935-69.5% |