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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 | $87,603 | $102,385-14.4% | $147,080-40.4% | $80,935+8.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 15.31% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,492 | $3,717-33.0% | $4,933-49.5% | $2,757-9.6% |
| Participant deferral / active EE | $10,398 | $6,651+56.3% | $8,066+28.9% | $4,299+141.8% |
| Admin fee / account holder | $7,434 | $7,951-6.5% | $12,989-42.8% | $6,924+7.4% |