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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 | $37,465 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 14.84% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,225 | $3,717-13.3% | $4,932-34.6% | $2,757+17.0% |
| Participant deferral / active EE | $7,499 | $6,652+12.7% | $8,065-7.0% | $4,300+74.4% |
| Admin fee / account holder | $20,782 | $7,953+161.3% | $12,993+60.0% | $6,925+200.1% |