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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 | $102,385-31.6% | $147,080-52.4% | $80,935-13.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 22.06% | 135.09%-113.0pp | 420.17%-398.1pp | 35.66%-13.6pp |
| Employer contribution / active EE | $2,468 | $3,717-33.6% | $4,933-50.0% | $2,757-10.5% |
| Participant deferral / active EE | $14,686 | $6,651+120.8% | $8,066+82.1% | $4,299+241.6% |
| Admin fee / account holder | $7,349 | $7,951-7.6% | $12,989-43.4% | $6,924+6.1% |