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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 | $84,785 | $102,422-17.2% | $147,117-42.4% | $80,959+4.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 15.69% | 135.16%-119.5pp | 420.54%-404.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,971 | $3,717-20.1% | $4,932-39.8% | $2,757+7.8% |
| Participant deferral / active EE | $7,373 | $6,652+10.8% | $8,065-8.6% | $4,300+71.4% |
| Admin fee / account holder | $6,581 | $7,953-17.3% | $12,993-49.4% | $6,925-5.0% |