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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 | $77,596 | $102,429-24.2% | $147,096-47.2% | $80,925-4.1% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 21.94% | 135.02%-113.1pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $2,857 | $3,716-23.1% | $4,936-42.1% | $2,756+3.7% |
| Participant deferral / active EE | $13,013 | $6,649+95.7% | $8,071+61.2% | $4,299+202.7% |
| Admin fee / account holder | $17,893 | $7,957+124.9% | $13,005+37.6% | $6,940+157.8% |