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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 | $63,921 | $102,422-37.6% | $147,117-56.6% | $80,959-21.0% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 14.01% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,304 | $3,717-38.0% | $4,932-53.3% | $2,757-16.4% |
| Participant deferral / active EE | $5,743 | $6,652-13.7% | $8,065-28.8% | $4,300+33.5% |
| Admin fee / account holder | $15,567 | $7,953+95.7% | $12,993+19.8% | $6,925+124.8% |