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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 | $87,041 | $95,979-9.3% | $74,551+16.8% | $135,380-35.7% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | 5.85% | 56.97%-51.1pp | 32.53%-26.7pp | 519.81%-514.0pp |
| Employer contribution / active EE | $1,305 | $2,716-52.0% | $1,961-33.5% | $4,779-72.7% |
| Participant deferral / active EE | $2,629 | $3,844-31.6% | $3,108-15.4% | $5,609-53.1% |
| Admin fee / account holder | $1,438 | $6,522-78.0% | $5,059-71.6% | $10,828-86.7% |