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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 | $86,474 | $102,422-15.6% | $147,117-41.2% | $80,959+6.8% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 16.29% | 135.16%-118.9pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,691 | $3,717-27.6% | $4,932-45.4% | $2,757-2.4% |
| Participant deferral / active EE | $5,744 | $6,652-13.7% | $8,065-28.8% | $4,300+33.6% |
| Admin fee / account holder | $1,254 | $7,953-84.2% | $12,993-90.3% | $6,925-81.9% |