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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 | $81,339 | $102,393-20.6% | $147,041-44.7% | $80,911+0.5% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.6%+15.5pp |
| Annual return | 12.90% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,641 | $3,715-28.9% | $4,935-46.5% | $2,756-4.2% |
| Participant deferral / active EE | $4,626 | $6,647-30.4% | $8,071-42.7% | $4,297+7.7% |
| Admin fee / account holder | $4,036 | $7,943-49.2% | $13,006-69.0% | $6,935-41.8% |