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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 | $90,581 | $102,422-11.6% | $147,117-38.4% | $80,959+11.9% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 15.88% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,050 | $3,717-71.8% | $4,932-78.7% | $2,757-61.9% |
| Participant deferral / active EE | $9,784 | $6,652+47.1% | $8,065+21.3% | $4,300+127.5% |
| Admin fee / account holder | $3,977 | $7,953-50.0% | $12,993-69.4% | $6,925-42.6% |