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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 | $105,979 | $154,159-31.3% | $130,026-18.5% | $139,456-24.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 17.81% | 32.50%-14.7pp | -137.26%+155.1pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,410 | $5,292-54.4% | $4,321-44.2% | $4,753-49.3% |
| Participant deferral / active EE | $6,194 | $6,710-7.7% | $5,821+6.4% | $6,711-7.7% |
| Admin fee / account holder | $4,052 | $14,001-71.1% | $10,608-61.8% | $11,407-64.5% |