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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 | $103,210 | $102,422+0.8% | $147,117-29.8% | $80,959+27.5% |
| Participation rate | 96.7% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.14% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,735 | $3,717-26.4% | $4,932-44.6% | $2,757-0.8% |
| Participant deferral / active EE | $5,617 | $6,652-15.6% | $8,065-30.4% | $4,300+30.6% |
| Admin fee / account holder | $2,538 | $7,953-68.1% | $12,993-80.5% | $6,925-63.4% |