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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 | $89,050 | $106,918-16.7% | $84,021+6.0% | $152,897-41.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 22.19% | 105.01%-82.8pp | 71.32%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,317 | $2,735-51.9% | $1,984-33.6% | $4,764-72.4% |
| Participant deferral / active EE | $2,139 | $4,012-46.7% | $3,239-34.0% | $5,851-63.4% |
| Admin fee / account holder | $3,054 | $8,288-63.1% | $6,102-49.9% | $11,599-73.7% |