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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 | $75,227 | $102,422-26.6% | $147,117-48.9% | $80,959-7.1% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 21.90% | 135.16%-113.3pp | 420.54%-398.6pp | 35.67%-13.8pp |
| Employer contribution / active EE | $2,841 | $3,717-23.6% | $4,932-42.4% | $2,757+3.0% |
| Participant deferral / active EE | $6,733 | $6,652+1.2% | $8,065-16.5% | $4,300+56.6% |
| Admin fee / account holder | $2,446 | $7,953-69.2% | $12,993-81.2% | $6,925-64.7% |