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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 | $102,385-4.5% | $147,080-33.5% | $80,935+20.8% |
| Participation rate | 82.4% | 75.9%+6.6pp | 82.2%+0.2pp | 67.7%+14.8pp |
| Annual return | 13.59% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,508 | $3,717-59.4% | $4,933-69.4% | $2,757-45.3% |
| Participant deferral / active EE | $4,073 | $6,651-38.8% | $8,066-49.5% | $4,299-5.3% |
| Admin fee / account holder | $1,365 | $7,951-82.8% | $12,989-89.5% | $6,924-80.3% |