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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 | $67,182 | $77,157-12.9% | $108,405-38.0% | $85,847-21.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 80.1%-0.8pp | 69.3%+10.0pp |
| Annual return | 13.61% | 44.55%-30.9pp | 905.55%-891.9pp | 318.61%-305.0pp |
| Employer contribution / active EE | $2,195 | $2,379-7.7% | $3,559-38.3% | $2,565-14.4% |
| Participant deferral / active EE | $4,378 | $5,567-21.4% | $6,563-33.3% | $3,952+10.8% |
| Admin fee / account holder | $1,538 | $5,174-70.3% | $7,297-78.9% | $6,261-75.4% |