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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 | $70,069 | $102,393-31.6% | $147,041-52.3% | $80,911-13.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 22.06% | 134.95%-112.9pp | 419.21%-397.2pp | 35.63%-13.6pp |
| Employer contribution / active EE | $2,468 | $3,715-33.6% | $4,935-50.0% | $2,756-10.5% |
| Participant deferral / active EE | $14,686 | $6,647+121.0% | $8,071+82.0% | $4,297+241.8% |
| Admin fee / account holder | $7,349 | $7,943-7.5% | $13,006-43.5% | $6,935+6.0% |