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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 | $102,382-23.2% | $147,005-46.5% | $80,874-2.7% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 12.47% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,672 | $3,715-28.1% | $4,934-45.8% | $2,756-3.0% |
| Participant deferral / active EE | $7,603 | $6,646+14.4% | $8,070-5.8% | $4,297+76.9% |
| Admin fee / account holder | $6,920 | $7,942-12.9% | $13,006-46.8% | $6,935-0.2% |