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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 | $97,412 | $124,346-21.7% | $111,306-12.5% | $167,553-41.9% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 13.34% | 37.46%-24.1pp | 54.67%-41.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $2,634 | $3,438-23.4% | $2,732-3.6% | $4,840-45.6% |
| Participant deferral / active EE | $4,990 | $5,182-3.7% | $4,488+11.2% | $6,343-21.3% |
| Admin fee / account holder | $712 | $10,623-93.3% | $7,966-91.1% | $12,316-94.2% |