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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 | $102,403 | $77,157+32.7% | $108,405-5.5% | $85,847+19.3% |
| Participation rate | 86.7% | 74.7%+12.0pp | 80.1%+6.5pp | 69.3%+17.3pp |
| Annual return | 14.73% | 44.55%-29.8pp | 905.55%-890.8pp | 318.61%-303.9pp |
| Employer contribution / active EE | $713 | $2,379-70.0% | $3,559-80.0% | $2,565-72.2% |
| Participant deferral / active EE | $6,279 | $5,567+12.8% | $6,563-4.3% | $3,952+58.9% |
| Admin fee / account holder | $2,251 | $5,174-56.5% | $7,297-69.2% | $6,261-64.1% |