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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 | $97,799 | $102,393-4.5% | $147,041-33.5% | $80,911+20.9% |
| Participation rate | 82.4% | 75.9%+6.6pp | 82.2%+0.3pp | 67.6%+14.8pp |
| Annual return | 13.59% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,508 | $3,715-59.4% | $4,935-69.4% | $2,756-45.3% |
| Participant deferral / active EE | $4,073 | $6,647-38.7% | $8,071-49.5% | $4,297-5.2% |
| Admin fee / account holder | $1,365 | $7,943-82.8% | $13,006-89.5% | $6,935-80.3% |