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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 | $84,041 | $102,385-17.9% | $147,080-42.9% | $80,935+3.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 15.50% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,182 | $3,717-14.4% | $4,933-35.5% | $2,757+15.4% |
| Participant deferral / active EE | $6,576 | $6,651-1.1% | $8,066-18.5% | $4,299+53.0% |
| Admin fee / account holder | $3,662 | $7,951-54.0% | $12,989-71.8% | $6,924-47.1% |