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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 | $69,121 | $102,385-32.5% | $147,080-53.0% | $80,935-14.6% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 17.41% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,781 | $3,717-52.1% | $4,933-63.9% | $2,757-35.4% |
| Participant deferral / active EE | $6,942 | $6,651+4.4% | $8,066-13.9% | $4,299+61.5% |
| Admin fee / account holder | $1,322 | $7,951-83.4% | $12,989-89.8% | $6,924-80.9% |