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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 | $64,237 | $102,385-37.3% | $147,080-56.3% | $80,935-20.6% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 14.93% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,108 | $3,717-43.3% | $4,933-57.3% | $2,757-23.5% |
| Participant deferral / active EE | $7,963 | $6,651+19.7% | $8,066-1.3% | $4,299+85.2% |
| Admin fee / account holder | $8,410 | $7,951+5.8% | $12,989-35.3% | $6,924+21.5% |