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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 | $70,743 | $102,385-30.9% | $147,080-51.9% | $80,935-12.6% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 20.98% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,769 | $3,717-52.4% | $4,933-64.1% | $2,757-35.8% |
| Participant deferral / active EE | $6,569 | $6,651-1.2% | $8,066-18.6% | $4,299+52.8% |
| Admin fee / account holder | $2,493 | $7,951-68.6% | $12,989-80.8% | $6,924-64.0% |