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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 | $102,393-18.7% | $147,041-43.4% | $80,911+2.9% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 17.25% | 134.95%-117.7pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $3,702 | $3,715-0.4% | $4,935-25.0% | $2,756+34.3% |
| Participant deferral / active EE | $17,315 | $6,647+160.5% | $8,071+114.5% | $4,297+302.9% |
| Admin fee / account holder | $14,248 | $7,943+79.4% | $13,006+9.5% | $6,935+105.5% |