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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 | $102,393-18.8% | $147,041-43.4% | $80,911+2.8% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 12.53% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $3,280 | $3,715-11.7% | $4,935-33.5% | $2,756+19.0% |
| Participant deferral / active EE | $5,652 | $6,647-15.0% | $8,071-30.0% | $4,297+31.5% |
| Admin fee / account holder | $9,638 | $7,943+21.3% | $13,006-25.9% | $6,935+39.0% |