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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 | $102,429-17.2% | $147,096-42.4% | $80,925+4.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 15.69% | 135.02%-119.3pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,971 | $3,716-20.0% | $4,936-39.8% | $2,756+7.8% |
| Participant deferral / active EE | $7,373 | $6,649+10.9% | $8,071-8.7% | $4,299+71.5% |
| Admin fee / account holder | $6,581 | $7,957-17.3% | $13,005-49.4% | $6,940-5.2% |