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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 | $80,870 | $102,385-21.0% | $147,080-45.0% | $80,935-0.1% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 27.31% | 135.09%-107.8pp | 420.17%-392.9pp | 35.66%-8.3pp |
| Employer contribution / active EE | $3,044 | $3,717-18.1% | $4,933-38.3% | $2,757+10.4% |
| Participant deferral / active EE | $8,004 | $6,651+20.4% | $8,066-0.8% | $4,299+86.2% |
| Admin fee / account holder | $11,670 | $7,951+46.8% | $12,989-10.2% | $6,924+68.5% |