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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 | $58,787 | $102,429-42.6% | $147,096-60.0% | $80,925-27.4% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 17.48% | 135.02%-117.5pp | 419.75%-402.3pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,083 | $3,716-43.9% | $4,936-57.8% | $2,756-24.4% |
| Participant deferral / active EE | $5,389 | $6,649-19.0% | $8,071-33.2% | $4,299+25.4% |
| Admin fee / account holder | $505 | $7,957-93.7% | $13,005-96.1% | $6,940-92.7% |