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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 | $64,101 | $102,382-37.4% | $147,005-56.4% | $80,874-20.7% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 13.16% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,636 | $3,715-29.0% | $4,934-46.6% | $2,756-4.3% |
| Participant deferral / active EE | $5,934 | $6,646-10.7% | $8,070-26.5% | $4,297+38.1% |
| Admin fee / account holder | $3,971 | $7,942-50.0% | $13,006-69.5% | $6,935-42.7% |