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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 | $84,688 | $118,875-28.8% | $96,572-12.3% | $167,553-49.5% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.7pp |
| Annual return | 10.62% | 50.50%-39.9pp | 37.79%-27.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $2,274 | $3,121-27.2% | $2,357-3.6% | $4,840-53.0% |
| Participant deferral / active EE | $6,417 | $4,617+39.0% | $3,850+66.7% | $6,343+1.2% |
| Admin fee / account holder | $7,941 | $8,070-1.6% | $6,183+28.4% | $12,316-35.5% |