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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 | $58,066 | $102,422-43.3% | $147,117-60.5% | $80,959-28.3% |
| Participation rate | 98.0% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 16.44% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,808 | $3,717-24.5% | $4,932-43.1% | $2,757+1.8% |
| Participant deferral / active EE | $7,170 | $6,652+7.8% | $8,065-11.1% | $4,300+66.7% |
| Admin fee / account holder | $3,611 | $7,953-54.6% | $12,993-72.2% | $6,925-47.9% |