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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 | $69,926 | $61,787+13.2% | $97,197-28.1% | $80,925-13.6% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.5pp | 67.7%+22.5pp |
| Annual return | 12.94% | -558.16%+571.1pp | 75.47%-62.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,608 | $1,836-12.4% | $2,723-40.9% | $2,756-41.7% |
| Participant deferral / active EE | $3,183 | $3,027+5.1% | $4,263-25.3% | $4,299-26.0% |
| Admin fee / account holder | $961 | $5,170-81.4% | $5,637-83.0% | $6,940-86.2% |