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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 | $99,779 | $126,519-21.1% | $106,201-6.0% | $145,959-31.6% |
| Participation rate | 81.3% | 77.7%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 13.46% | 225.10%-211.6pp | 116.26%-102.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,986 | $3,726-46.7% | $3,170-37.3% | $4,661-57.4% |
| Participant deferral / active EE | $2,665 | $5,716-53.4% | $5,012-46.8% | $6,689-60.2% |
| Admin fee / account holder | $14,710 | $17,312-15.0% | $11,039+33.3% | $13,398+9.8% |