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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 | $64,979 | $102,385-36.5% | $147,080-55.8% | $80,935-19.7% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 19.31% | 135.09%-115.8pp | 420.17%-400.9pp | 35.66%-16.3pp |
| Employer contribution / active EE | $2,124 | $3,717-42.9% | $4,933-56.9% | $2,757-23.0% |
| Participant deferral / active EE | $4,714 | $6,651-29.1% | $8,066-41.6% | $4,299+9.6% |
| Admin fee / account holder | $4,295 | $7,951-46.0% | $12,989-66.9% | $6,924-38.0% |