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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 | $67,485 | $102,385-34.1% | $147,080-54.1% | $80,935-16.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 17.98% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $3,376 | $3,717-9.2% | $4,933-31.6% | $2,757+22.5% |
| Participant deferral / active EE | $6,294 | $6,651-5.4% | $8,066-22.0% | $4,299+46.4% |
| Admin fee / account holder | $613 | $7,951-92.3% | $12,989-95.3% | $6,924-91.2% |