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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 | $153,452 | $102,385+49.9% | $147,080+4.3% | $80,935+89.6% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.7%+2.7pp |
| Annual return | 13.04% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,454 | $3,717-60.9% | $4,933-70.5% | $2,757-47.3% |
| Participant deferral / active EE | $7,780 | $6,651+17.0% | $8,066-3.6% | $4,299+80.9% |
| Admin fee / account holder | $935 | $7,951-88.2% | $12,989-92.8% | $6,924-86.5% |