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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 | $102,385-30.4% | $147,080-51.6% | $80,935-12.0% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 15.38% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $3,537 | $3,717-4.8% | $4,933-28.3% | $2,757+28.3% |
| Participant deferral / active EE | $4,360 | $6,651-34.4% | $8,066-45.9% | $4,299+1.4% |
| Admin fee / account holder | $4,496 | $7,951-43.5% | $12,989-65.4% | $6,924-35.1% |