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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 | $71,256 | $102,422-30.4% | $147,117-51.6% | $80,959-12.0% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 15.38% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,537 | $3,717-4.9% | $4,932-28.3% | $2,757+28.3% |
| Participant deferral / active EE | $4,360 | $6,652-34.5% | $8,065-45.9% | $4,300+1.4% |
| Admin fee / account holder | $4,496 | $7,953-43.5% | $12,993-65.4% | $6,925-35.1% |