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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 | $83,287 | $102,385-18.7% | $147,080-43.4% | $80,935+2.9% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 17.25% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $3,702 | $3,717-0.4% | $4,933-25.0% | $2,757+34.3% |
| Participant deferral / active EE | $17,315 | $6,651+160.3% | $8,066+114.7% | $4,299+302.7% |
| Admin fee / account holder | $14,248 | $7,951+79.2% | $12,989+9.7% | $6,924+105.8% |