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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 | $78,376 | $102,385-23.4% | $147,080-46.7% | $80,935-3.2% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 17.41% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.2pp |
| Employer contribution / active EE | $3,659 | $3,717-1.6% | $4,933-25.8% | $2,757+32.7% |
| Participant deferral / active EE | $6,761 | $6,651+1.7% | $8,066-16.2% | $4,299+57.2% |
| Admin fee / account holder | $1,245 | $7,951-84.3% | $12,989-90.4% | $6,924-82.0% |