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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 | $102,429-8.1% | $147,096-36.0% | $80,925+16.3% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,347 | $3,716-9.9% | $4,936-32.2% | $2,756+21.4% |
| Participant deferral / active EE | $9,382 | $6,649+41.1% | $8,071+16.2% | $4,299+118.3% |
| Admin fee / account holder | $11,176 | $7,957+40.5% | $13,005-14.1% | $6,940+61.0% |