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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 | $99,334 | $105,158-5.5% | $94,672+4.9% | $139,487-28.8% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 13.25% | 38.11%-24.9pp | 156.89%-143.6pp | 373.84%-360.6pp |
| Employer contribution / active EE | $1,497 | $4,107-63.6% | $3,673-59.3% | $4,755-68.5% |
| Participant deferral / active EE | $13,713 | $7,599+80.5% | $7,417+84.9% | $6,713+104.3% |
| Admin fee / account holder | $624 | $8,972-93.0% | $7,222-91.4% | $11,407-94.5% |