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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 | $80,805 | $56,431+43.2% | $130,788-38.2% | $87,485-7.6% |
| Participation rate | 81.5% | 58.9%+22.6pp | 70.1%+11.4pp | 68.9%+12.6pp |
| Annual return | 17.85% | 91.27%-73.4pp | 386.44%-368.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,450 | $1,549-6.4% | $3,558-59.3% | $2,596-44.2% |
| Participant deferral / active EE | $4,274 | $2,749+55.5% | $4,137+3.3% | $4,2740% |
| Admin fee / account holder | $3,041 | $4,433-31.4% | $6,673-54.4% | $7,775-60.9% |