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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 | $102,393-32.7% | $147,041-53.2% | $80,911-14.9% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 14.87% | 134.95%-120.1pp | 419.21%-404.3pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,331 | $3,715-64.2% | $4,935-73.0% | $2,756-51.7% |
| Participant deferral / active EE | $6,655 | $6,647+0.1% | $8,071-17.5% | $4,297+54.9% |
| Admin fee / account holder | $3,216 | $7,943-59.5% | $13,006-75.3% | $6,935-53.6% |