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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 | $80,243 | $102,385-21.6% | $147,080-45.4% | $80,935-0.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 19.21% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $3,231 | $3,717-13.1% | $4,933-34.5% | $2,757+17.2% |
| Participant deferral / active EE | $10,013 | $6,651+50.5% | $8,066+24.1% | $4,299+132.9% |
| Admin fee / account holder | $4,068 | $7,951-48.8% | $12,989-68.7% | $6,924-41.2% |