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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 | $130,425 | $154,209-15.4% | $130,062+0.3% | $139,487-6.5% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 19.15% | 32.52%-13.4pp | -137.37%+156.5pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,108 | $5,292-79.1% | $4,322-74.4% | $4,755-76.7% |
| Participant deferral / active EE | $3,914 | $6,709-41.7% | $5,821-32.8% | $6,713-41.7% |
| Admin fee / account holder | $11,742 | $13,988-16.1% | $10,601+10.8% | $11,407+2.9% |