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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 | $68,868 | $102,385-32.7% | $147,080-53.2% | $80,935-14.9% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 14.87% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,331 | $3,717-64.2% | $4,933-73.0% | $2,757-51.7% |
| Participant deferral / active EE | $6,655 | $6,651+0.1% | $8,066-17.5% | $4,299+54.8% |
| Admin fee / account holder | $3,216 | $7,951-59.6% | $12,989-75.2% | $6,924-53.6% |