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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 | $70,196 | $102,385-31.4% | $147,080-52.3% | $80,935-13.3% |
| Participation rate | 81.0% | 75.9%+5.1pp | 82.2%-1.2pp | 67.7%+13.3pp |
| Annual return | 23.84% | 135.09%-111.3pp | 420.17%-396.3pp | 35.66%-11.8pp |
| Employer contribution / active EE | $3,114 | $3,717-16.2% | $4,933-36.9% | $2,757+13.0% |
| Participant deferral / active EE | $7,800 | $6,651+17.3% | $8,066-3.3% | $4,299+81.4% |
| Admin fee / account holder | $829 | $7,951-89.6% | $12,989-93.6% | $6,924-88.0% |