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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 | $79,874 | $102,385-22.0% | $147,080-45.7% | $80,935-1.3% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 15.06% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,225 | $3,717-13.2% | $4,933-34.6% | $2,757+17.0% |
| Participant deferral / active EE | $8,748 | $6,651+31.5% | $8,066+8.5% | $4,299+103.5% |
| Admin fee / account holder | $2,731 | $7,951-65.7% | $12,989-79.0% | $6,924-60.6% |