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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 | $135,527 | $197,819-31.5% | $155,789-13.0% | $125,389+8.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | 1.80% | 86.73%-84.9pp | 71.54%-69.7pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,674 | $4,850-65.5% | $3,839-56.4% | $4,866-65.6% |
| Participant deferral / active EE | $2,088 | $5,631-62.9% | $4,798-56.5% | $5,352-61.0% |
| Admin fee / account holder | $467 | $9,544-95.1% | $7,477-93.8% | $9,541-95.1% |