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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 | $83,185 | $102,422-18.8% | $147,117-43.5% | $80,959+2.7% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 12.53% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,280 | $3,717-11.8% | $4,932-33.5% | $2,757+18.9% |
| Participant deferral / active EE | $5,652 | $6,652-15.0% | $8,065-29.9% | $4,300+31.4% |
| Admin fee / account holder | $9,638 | $7,953+21.2% | $12,993-25.8% | $6,925+39.2% |