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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 | $102,429-21.5% | $147,096-45.4% | $80,925-0.7% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 13.29% | 135.02%-121.7pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,615 | $3,716-29.6% | $4,936-47.0% | $2,756-5.1% |
| Participant deferral / active EE | $6,205 | $6,649-6.7% | $8,071-23.1% | $4,299+44.4% |
| Admin fee / account holder | $2,836 | $7,957-64.4% | $13,005-78.2% | $6,940-59.1% |