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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 | $86,240 | $102,422-15.8% | $147,117-41.4% | $80,959+6.5% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 12.47% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,702 | $3,717-0.4% | $4,932-24.9% | $2,757+34.3% |
| Participant deferral / active EE | $10,169 | $6,652+52.9% | $8,065+26.1% | $4,300+136.5% |
| Admin fee / account holder | $6,919 | $7,953-13.0% | $12,993-46.7% | $6,925-0.1% |