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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 | $68,514 | $102,429-33.1% | $147,096-53.4% | $80,925-15.3% |
| Participation rate | 79.0% | 75.9%+3.2pp | 82.2%-3.1pp | 67.7%+11.4pp |
| Annual return | 14.53% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,623 | $3,716-29.4% | $4,936-46.9% | $2,756-4.8% |
| Participant deferral / active EE | $4,901 | $6,649-26.3% | $8,071-39.3% | $4,299+14.0% |
| Admin fee / account holder | $4,441 | $7,957-44.2% | $13,005-65.9% | $6,940-36.0% |