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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 | $69,876 | $102,385-31.8% | $147,080-52.5% | $80,935-13.7% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 12.42% | 135.09%-122.7pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,805 | $3,717+2.4% | $4,933-22.9% | $2,757+38.0% |
| Participant deferral / active EE | $5,746 | $6,651-13.6% | $8,066-28.8% | $4,299+33.6% |
| Admin fee / account holder | $4,256 | $7,951-46.5% | $12,989-67.2% | $6,924-38.5% |