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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 | $72,983 | $95,415-23.5% | $185,851-60.7% | $85,851-15.0% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.3pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,882 | $3,314-43.2% | $5,168-63.6% | $2,565-26.6% |
| Participant deferral / active EE | $4,707 | $3,424+37.5% | $5,569-15.5% | $3,952+19.1% |
| Admin fee / account holder | $7,177 | $7,215-0.5% | $16,245-55.8% | $6,261+14.6% |