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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 | $62,525 | $102,393-38.9% | $147,041-57.5% | $80,911-22.7% |
| Participation rate | 84.9% | 75.9%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 14.61% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,661 | $3,715-28.4% | $4,935-46.1% | $2,756-3.5% |
| Participant deferral / active EE | $5,089 | $6,647-23.4% | $8,071-36.9% | $4,297+18.4% |
| Admin fee / account holder | $7,531 | $7,943-5.2% | $13,006-42.1% | $6,935+8.6% |