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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 | $102,382-43.3% | $147,005-60.5% | $80,874-28.2% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 16.44% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,808 | $3,715-24.4% | $4,934-43.1% | $2,756+1.9% |
| Participant deferral / active EE | $7,170 | $6,646+7.9% | $8,070-11.2% | $4,297+66.9% |
| Admin fee / account holder | $3,611 | $7,942-54.5% | $13,006-72.2% | $6,935-47.9% |