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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 | $94,082 | $102,382-8.1% | $147,005-36.0% | $80,874+16.3% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 12.70% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,347 | $3,715-9.9% | $4,934-32.2% | $2,756+21.5% |
| Participant deferral / active EE | $9,382 | $6,646+41.2% | $8,070+16.3% | $4,297+118.4% |
| Admin fee / account holder | $11,176 | $7,942+40.7% | $13,006-14.1% | $6,935+61.1% |