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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 | $96,300 | $100,203-3.9% | $85,240+13.0% | $145,897-34.0% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.58% | 84.28%-68.7pp | 66.75%-51.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,493 | $3,242-23.1% | $2,735-8.9% | $4,663-46.5% |
| Participant deferral / active EE | $6,538 | $5,299+23.4% | $4,527+44.4% | $6,689-2.3% |
| Admin fee / account holder | $2,199 | $7,265-69.7% | $6,165-64.3% | $13,390-83.6% |