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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 | $78,527 | $102,422-23.3% | $147,117-46.6% | $80,959-3.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 15.47% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,549 | $3,717-31.4% | $4,932-48.3% | $2,757-7.6% |
| Participant deferral / active EE | $6,973 | $6,652+4.8% | $8,065-13.5% | $4,300+62.1% |
| Admin fee / account holder | $3,735 | $7,953-53.0% | $12,993-71.3% | $6,925-46.1% |