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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 | $81,502 | $102,422-20.4% | $147,117-44.6% | $80,959+0.7% |
| Participation rate | 90.1% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 12.04% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,459 | $3,717-60.8% | $4,932-70.4% | $2,757-47.1% |
| Participant deferral / active EE | $3,314 | $6,652-50.2% | $8,065-58.9% | $4,300-22.9% |
| Admin fee / account holder | $5,588 | $7,953-29.7% | $12,993-57.0% | $6,925-19.3% |