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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 | $102,385-32.7% | $147,080-53.2% | $80,935-14.9% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 16.37% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,055 | $3,717-71.6% | $4,933-78.6% | $2,757-61.7% |
| Participant deferral / active EE | $7,546 | $6,651+13.5% | $8,066-6.5% | $4,299+75.5% |
| Admin fee / account holder | $11,060 | $7,951+39.1% | $12,989-14.9% | $6,924+59.7% |