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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 | $102,393-23.5% | $147,041-46.7% | $80,911-3.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.41% | 134.95%-117.5pp | 419.21%-401.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $3,659 | $3,715-1.5% | $4,935-25.9% | $2,756+32.8% |
| Participant deferral / active EE | $6,761 | $6,647+1.7% | $8,071-16.2% | $4,297+57.3% |
| Admin fee / account holder | $1,245 | $7,943-84.3% | $13,006-90.4% | $6,935-82.0% |