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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 | $91,739 | $102,422-10.4% | $147,117-37.6% | $80,959+13.3% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 16.15% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,070 | $3,717-17.4% | $4,932-37.8% | $2,757+11.3% |
| Participant deferral / active EE | $8,335 | $6,652+25.3% | $8,065+3.3% | $4,300+93.8% |
| Admin fee / account holder | $1,085 | $7,953-86.4% | $12,993-91.6% | $6,925-84.3% |