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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 | $71,215 | $103,008-30.9% | $90,304-21.1% | $152,897-53.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 21.81% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,445 | $3,139-54.0% | $2,855-49.4% | $4,764-69.7% |
| Participant deferral / active EE | $4,355 | $4,281+1.7% | $3,885+12.1% | $5,851-25.6% |
| Admin fee / account holder | $21,500 | $6,175+248.2% | $5,354+301.6% | $11,599+85.4% |