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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 | $74,965 | $102,385-26.8% | $147,080-49.0% | $80,935-7.4% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 11.93% | 135.09%-123.2pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,571 | $3,717-30.8% | $4,933-47.9% | $2,757-6.7% |
| Participant deferral / active EE | $7,602 | $6,651+14.3% | $8,066-5.8% | $4,299+76.8% |
| Admin fee / account holder | $25,910 | $7,951+225.9% | $12,989+99.5% | $6,924+274.2% |