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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 | $102,422-22.1% | $147,117-45.8% | $80,959-1.4% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 16.36% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,007 | $3,717-19.1% | $4,932-39.0% | $2,757+9.1% |
| Participant deferral / active EE | $6,668 | $6,652+0.2% | $8,065-17.3% | $4,300+55.0% |
| Admin fee / account holder | $543 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |