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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 | $78,650 | $102,422-23.2% | $147,117-46.5% | $80,959-2.9% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 12.47% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,672 | $3,717-28.1% | $4,932-45.8% | $2,757-3.1% |
| Participant deferral / active EE | $7,603 | $6,652+14.3% | $8,065-5.7% | $4,300+76.8% |
| Admin fee / account holder | $6,920 | $7,953-13.0% | $12,993-46.7% | $6,925-0.1% |