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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 | $83,964 | $102,385-18.0% | $147,080-42.9% | $80,935+3.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 15.16% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,813 | $3,717-51.2% | $4,933-63.3% | $2,757-34.2% |
| Participant deferral / active EE | $6,712 | $6,651+0.9% | $8,066-16.8% | $4,299+56.1% |
| Admin fee / account holder | $1,527 | $7,951-80.8% | $12,989-88.2% | $6,924-77.9% |