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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 | $102,385-37.6% | $147,080-56.5% | $80,935-21.0% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 14.01% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,304 | $3,717-38.0% | $4,933-53.3% | $2,757-16.4% |
| Participant deferral / active EE | $5,743 | $6,651-13.7% | $8,066-28.8% | $4,299+33.6% |
| Admin fee / account holder | $15,567 | $7,951+95.8% | $12,989+19.8% | $6,924+124.8% |