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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 | $79,807 | $102,382-22.1% | $147,005-45.7% | $80,874-1.3% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 16.36% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,007 | $3,715-19.1% | $4,934-39.1% | $2,756+9.1% |
| Participant deferral / active EE | $6,668 | $6,646+0.3% | $8,070-17.4% | $4,297+55.2% |
| Admin fee / account holder | $543 | $7,942-93.2% | $13,006-95.8% | $6,935-92.2% |