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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 | $102,382-15.5% | $147,005-41.2% | $80,874+6.9% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 16.29% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,691 | $3,715-27.6% | $4,934-45.5% | $2,756-2.3% |
| Participant deferral / active EE | $5,744 | $6,646-13.6% | $8,070-28.8% | $4,297+33.7% |
| Admin fee / account holder | $1,254 | $7,942-84.2% | $13,006-90.4% | $6,935-81.9% |