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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 | $102,382-24.2% | $147,005-47.2% | $80,874-4.1% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 21.94% | 134.89%-113.0pp | 418.76%-396.8pp | 35.62%-13.7pp |
| Employer contribution / active EE | $2,857 | $3,715-23.1% | $4,934-42.1% | $2,756+3.7% |
| Participant deferral / active EE | $13,013 | $6,646+95.8% | $8,070+61.3% | $4,297+202.8% |
| Admin fee / account holder | $17,893 | $7,942+125.3% | $13,006+37.6% | $6,935+158.0% |