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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 | $68,514 | $102,422-33.1% | $147,117-53.4% | $80,959-15.4% |
| Participation rate | 79.0% | 75.9%+3.2pp | 82.2%-3.2pp | 67.7%+11.4pp |
| Annual return | 14.53% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,623 | $3,717-29.4% | $4,932-46.8% | $2,757-4.9% |
| Participant deferral / active EE | $4,901 | $6,652-26.3% | $8,065-39.2% | $4,300+14.0% |
| Admin fee / account holder | $4,441 | $7,953-44.2% | $12,993-65.8% | $6,925-35.9% |