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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 | $57,383 | $102,422-44.0% | $147,117-61.0% | $80,959-29.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 13.19% | 135.16%-122.0pp | 420.54%-407.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,215 | $3,717-13.5% | $4,932-34.8% | $2,757+16.6% |
| Participant deferral / active EE | $6,992 | $6,652+5.1% | $8,065-13.3% | $4,300+62.6% |
| Admin fee / account holder | $21,042 | $7,953+164.6% | $12,993+61.9% | $6,925+203.8% |