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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 | $80,357 | $102,422-21.5% | $147,117-45.4% | $80,959-0.7% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 13.29% | 135.16%-121.9pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,615 | $3,717-29.6% | $4,932-47.0% | $2,757-5.1% |
| Participant deferral / active EE | $6,205 | $6,652-6.7% | $8,065-23.1% | $4,300+44.3% |
| Admin fee / account holder | $2,836 | $7,953-64.3% | $12,993-78.2% | $6,925-59.0% |