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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 | $68,877 | $102,429-32.8% | $147,096-53.2% | $80,925-14.9% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 16.37% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,055 | $3,716-71.6% | $4,936-78.6% | $2,756-61.7% |
| Participant deferral / active EE | $7,546 | $6,649+13.5% | $8,071-6.5% | $4,299+75.5% |
| Admin fee / account holder | $11,060 | $7,957+39.0% | $13,005-15.0% | $6,940+59.4% |