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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 | $74,244 | $102,422-27.5% | $147,117-49.5% | $80,959-8.3% |
| Participation rate | 88.3% | 75.9%+12.5pp | 82.2%+6.1pp | 67.7%+20.7pp |
| Annual return | 16.20% | 135.16%-119.0pp | 420.54%-404.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,004 | $3,717-46.1% | $4,932-59.4% | $2,757-27.3% |
| Participant deferral / active EE | $3,380 | $6,652-49.2% | $8,065-58.1% | $4,300-21.4% |
| Admin fee / account holder | $5,185 | $7,953-34.8% | $12,993-60.1% | $6,925-25.1% |