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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 | $81,625 | $80,812+1.0% | $160,784-49.2% | $82,448-1.0% |
| Participation rate | 91.9% | 66.2%+25.7pp | 77.0%+14.9pp | 68.1%+23.8pp |
| Annual return | 14.34% | 100.59%-86.2pp | 1803.92%-1789.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,224 | $2,174-43.7% | $3,733-67.2% | $2,551-52.0% |
| Participant deferral / active EE | $5,619 | $4,335+29.6% | $6,293-10.7% | $4,139+35.7% |
| Admin fee / account holder | $8,983 | $7,695+16.7% | $9,717-7.5% | $7,234+24.2% |