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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 | $66,866 | $102,422-34.7% | $147,117-54.5% | $80,959-17.4% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 12.45% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,085 | $3,717-70.8% | $4,932-78.0% | $2,757-60.7% |
| Participant deferral / active EE | $3,545 | $6,652-46.7% | $8,065-56.0% | $4,300-17.6% |
| Admin fee / account holder | $8,020 | $7,953+0.8% | $12,993-38.3% | $6,925+15.8% |