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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 | $88,715 | $102,385-13.4% | $147,080-39.7% | $80,935+9.6% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 12.37% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,935 | $3,717-21.0% | $4,933-40.5% | $2,757+6.5% |
| Participant deferral / active EE | $7,024 | $6,651+5.6% | $8,066-12.9% | $4,299+63.4% |
| Admin fee / account holder | $5,873 | $7,951-26.1% | $12,989-54.8% | $6,924-15.2% |